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!
If you need to record an ad-hoc expense to an invoice, you can!
First, click on the Finance tab. Then click on Invoices. Here, you can view and update any invoices that you have generated prior to sending them to the payer.
To add extra charges to the invoice, first, click on the invoice you would like to review.
Then click on Add Charge under Extra Charges, this will pull up a pop-up menu.
You can then select the category of the charge, shopping for instance. Then 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, as depicted in the below image.
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.