When it comes to invoices, we know you may have different invoice cycles for different types of care - or for different funders. As a result, we have made it easy to filter down the information to find exactly what you need when generating and viewing invoices!
You are able to add an ‘invoice group’ to any contract within Birdie, and then filter within both the Invoice Dashboard and Invoice Tab to pull up a list of invoices just for that specific group.
How to set up and use invoice groups
Click into Finance and then select the Contracts tab.
To add an invoice group to an existing contract, click on the name of an existing contract and then click Edit in the top right-hand corner, click Save when you are done.
Alternatively, you can choose to create a new contract entirely. by clicking on New Contract on the Contracts tab.
When you input a value or group name, say ‘Weekly’ once, it will then get stored in a dropdown list for the the next person to pick from.
A recommended set of groups would be creating a 'Weekly' group, a 'Monthly' group and a 'Fortnightly' group to the extent that you need all of these options.
Please note: you will need to add an Invoice Group to each contract you want available as part of that group or filter.
How do I filter by Invoice Group?
Once you have entered the Invoice Groups into your contracts, you can then filter them within the Finance tab. You can do this in two places currently:
1) Within the Invoice Dashboard - this allows you to create a bath of invoices based on that group
2) Within the Invoice Tab - this allows you to download and/or send that group of Invoices.
Please note: this feature is available as part of Birdie’s Essentials Package. If interested in learning more or accessing these features, please get in touch with your Account Manager!