Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials). Please get in touch if interested in more information on this feature!
There may be times when you need to add an unexpected or one-off cost to an invoice. You can easily record these ad-hoc expenses directly within Birdie, giving you greater flexibility and control over your billing.
This feature is designed to help you save time and maintain accurate financial records. By adding expenses directly to an invoice, you can ensure all billable items are captured in one place, without the need to create separate invoices for smaller costs. This streamlines your invoicing process and ensures your clients are billed correctly for all services and expenses.
To start:
Click on the Finance tab
Then click on Invoices
Select View invoices from the drop-down menu
Here, you can view and update any invoices that you have generated prior to sending them to the payer.
To add extra charges to an invoice:
Click on the invoice you would like to review
Click on Add Charge under Extra Charges
This will pull up a pop-up menu.
You can then select the category of the charge, for example:
Shopping
Mileage
Expenses
Technology
Adjustment
Notice, Admin, Retention, Set-up fee
Live-in Care
Other
Record the amount. After you have done this, click Save to add it to the invoice.
You will see the charge or charges that have been recorded against this invoice on the right-hand side and will be added to the balance due section.
After you have checked the invoice and are happy with the information and visits contained within, you can then export or send it.
The extra charge and reason will be visible on the invoice PDF export.
