For people who want to pay separately or be invoiced separately what do you do?
Step 1 - Remove the existing KM claim
If the service visit had a KM claim raised by the support worker (looking in the planner you can see the KM label next to the visit for visit that have KM claims) you will need to zero out the KM claim in your Visit Ledger. You can simply search for the participant name and open the visit to remove the KM's. Visits can also be found in Schedule -> Planner. Making the KM's claimed via visit is done so that Careflo does not add the KM charge line item to their invoice or claim items with all other entries.
Step 2 - Add a charge fee to create an invoice
To create an invoice addressed to the client (instead of being part of NDIS claim batch) you need to calculate the amount of KM’s or amount you want to charge (e.g. 10 kilometres would charge $7.80 because 10km's x $0.78 = $7.80).
Then add a charge fee with the amount you want to charge and select the recipient type as private (so it generates an invoice addressed to the person).
Make sure they have an email address for the invoice to be sent to to avoid having to print and mail the invoice. If an email is specified then Careflo will automatically email the invoice as part of running Finance.
Screenshot showing where the Visit Ledger is and where the Charge Fees are:
Screenshot showing where to look to find visits with KM's
Screenshot showing an opened Service Visit and where to change the travel KM's to zero:
Screenshot of adding a Charge Fee to invoice the person directly for travel:
