Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (as well as Care Management Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!
When you are ready to invoice your payers, you will first need to generate your invoices. To do this, start by clicking on the Invoice Dashboard tab on the left-hand menu on the Finance Tab.
There are two options when it comes to filtering and generating invoices, both lead to the same outcome.
Invoice Cycles- you may want to select Cycle to filter the dashboard if your invoices are recurring. e.g. monthly, 4-weekly, fortnightly and weekly. Cycles establish regular billing cycles for your invoices.
Invoice Period- you may want to select Period to filter the dashboard if you have different or one-off periods for which you invoice, e.g. you are invoicing someone every 3 weeks or one-off. Period offers flexibility for your invoices.
For more information on either of these methods please see the articles below:
Birdie Academy Video