Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced andPlus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!
Invoice rate cards allow you to set the rate you will charge for each hour of care delivered, for each day type (weekday, weekend, holiday).
Every contract you set up on the Birdie Platform needs to be associated with specific rates so as to inform invoicing with ease! Assigning an invoice rate card to a contract can be done either during the contract creation flow or when editing a contract.
How to assign an existing invoice rate to a contract
Start by going to the Contracts tab and click on the New contract button. Once you have filled in all the relevant information you must assign an invoicing rate to a contract. To do this, select the relevant invoice rate card in the drop-down menu.
Once you have selected the correct rate card click Save at the bottom of the page. You will be brought back to the Contracts tab, where you can see all the contracts you have created on the system.
How to create an Invoice rate from the contracts page
Start by going to the Contracts tab and click on the New contract button. Once you have filled in all the relevant information you must assign an invoicing rate to a contract. To do this, select Add new which is at the top of the drop-down menu.
For more information on how to add an invoice rate, read this article- How to create invoice rates.
When you click add new, you will be taken to the Invoice rate tab where you can create the invoice rate for this contract.
You will need to give the invoice rate card a name, for example, the payer name and the service type.
You will also need to input the rate you will charge for each hour of care delivered, for each day type (weekday, weekend, holiday).
You will need to cover all the possible times during the week. You will not be able to save a new invoice rate card until you have covered all the hours in a day.
Once you are happy with your invoice rate, press Save, you will be taken back to the contracts tab where you can review the rest of the information.
Then press Save again to save the contract. You will be brought back to the Contracts tab, where you can see all the contracts you have created on the system.
