Billing

Prerequisites

Billing Module Glossary

User Defined Module

• Payroll and Billing
  • Holiday
  • Expense Description
  • Extra Charge
  • Invoice Promotion
  • Invoice Term
  • Rounding Type
  • Tax Type

Agency Office

• Schedule Settings
• Billing Settings
• Billing Options
• Default Schedule Attribute Settings
• Setup Holidays

  • Scheduling Holidays and Billing and Paying Holiday Rates

• New Client/Payer Default Billing Options
• Office Level Billing Rates
• Office Authorizations

Concepts

• What do I Need Before I Can Calculate Billing?
• Steps to Do a Billing Run
• Billing Rules
• Overtime Rules (Billing)
• Billing Reports
  • Custom Billing Grid with Units (4 units/Hour)
    
    

Webinars and Training Guides

Billing Interfaces

• QuickBooks Pro/Enterprise
• QuickBooks Online (Billing Only)
• Medical Billing - EZClaim Advanced or EZClaim Premier
• Illinois Department of Aging
• Provider One (Washington State)

Topics

• Remove a Billing Record After I Have Calculated
• Add a New Record to a Billing Batch
• Clear a Billing Record After it has Been Posted
• Change Invoice Number on an Existing Invoice
• Change which Batch a Billing Record Belongs to
• Add Additional Records to an Existing Invoice
• Print or Email an Invoice
• Customized Invoice - Setup