Invoicing Modifications 

 

Previously, our system had two scenarios that would move invoices from the "Manage Invoices" section to the "Conflicted Invoices" tab:

 

Status Change: If you generated an invoice for a client and later changed the status to anything other than 

"Patient's Responsibility" or "PR Copay," the invoice would be moved to the Conflicted Invoices tab.

 

Payment Related Issue: After generating an invoice, if you modified the amount under the "Manage Deposits" 

section, for instance, if the client was supposed to pay $20 initially but then the amount was changed to $10, the 

invoice would be moved to the Conflicted Invoices tab.

 

However, we are pleased to inform you that we have recently implemented an update that renders the Conflicted Invoices tab obsolete. We have made improvements to the communication between the "Manage Deposits" section and both the "Manage Invoices" and "Process Invoices" sections. These enhancements ensure that changes are reflected in real-time, eliminating the need for a separate Conflicted Invoices tab.

 

To illustrate this change, let's consider the following example:

 

In the "Process Invoices" section, you will now be able to see an invoice for the sample client with a balance of $40.00.

 

 

Now, we can navigate to “Manage deposits” and add a manual deposit simulating the scenario that the caregiver has made a partial payment of $20.00. 

 

When navigating back to Process invoices: we will see that the invoice is updated:

 

 

 Now, we will process the invoice which will send it to Manage Invoices and create a new scenario:

 

 Now that the invoice is processed, we will add a $10.00 manual deposit, leaving a remaining balance of $10.00:

 

 

 Previously, the invoice would move to conflicted invoices, but with the newest update, it is now reflecting the same in Manage invoices:

 

 

 There are two important points to highlight. When a manual deposit is added that pays the balance in full, the status of the invoice in the "Manage Invoices" section will remain unchanged (Due) while the balance will be displayed as $0.00. This updated balance will also be reflected in any invoices or print-outs generated using the Action bar. The second is that all the changes will also be reflected in the parent portal and will be updated in real-time. 

 

 

We believe that this update will streamline your invoicing process and provide a more seamless experience.