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How to set up Invoice Preferences
How to set up Invoice Preferences

You can set Invoice communication preferences within Birdie.

Sabrina Treitz avatar
Written by Sabrina Treitz
Updated over a week ago

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!

You can now set an invoice preference for each payer, so that it's much faster to figure out which invoices need to be posted and which need to be emailed.

How to set up invoice preferences

This can be done either when you create a new payer or by editing an existing payer. If you need to create a new payer, go to the Finance tab and click on Payers, here you can create a new payer and select their invoice preferences. Click Save when you are done.

You can also update an existing payer by clicking on the payer's name and clicking Edit in the right-hand corner, Select their preference and click Save when you are done.

How can I 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 and click on Filter by invoice preference.

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.

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