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!
Streamline your invoicing process and save valuable time by setting a default delivery preference for each payer. You can now choose whether a payer receives their invoices by email or by post, removing the need to check each time you send a bill. This helps to reduce errors and makes your finance workflow much more efficient.
How to set up invoice preferences for a new payer
If you need to add invoice preferences for a new payer, start by:
Going to the Finance tab
Select Manage Invoicing in the left-hand sidebar
Select Funding: Payers from the drop-down menu
Here you can create a new payer by clicking the plus icon (+) button.
From here, you can then add:
Payer name
Sending preference
Payer email address
Payer phone number
Payer Address
Payment method (Invoicing preference)
Click Save when you are done. If you would like more details on this process, see the article here.
How to set up invoice preferences for an existing payer
You can also update an existing payer by:
Clicking on the payer's name
Clicking the Edit icon in the right-hand corner
Select their preference
Click Save when you are done
How to filter by Invoice Preferences
Once you have set those preferences, you can then filter by the invoice preference of the payer.
You can do this via the Invoices tab, click on Filter and then select the invoice preference under Sending Preferences.
Please note: adding an email is only mandatory for payers who want invoices to be emailed, so you can leave it blank in the case of those who want theirs posted.
Birdie Academy Video