All Collections
Accounting
Create an ALP Invoice
Create an ALP Invoice
Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

  • Log into the system as an Agency User, Owner, or Admin.

  • Click Clients under the Clients menu.

  • Select the Client you want to invoice. When the record comes up make sure it is marked as an ALP Client. (Change from IHC to ALP if needed).

  • Click the Edit Client icon to open the Client profile in Edit mode.

  • Click the Rates tab.

  • Click the Add Payer button.

  • If the community is already in the system, type in the name (we recommend typing the least amount of data so all relevant searches appear in list) and click Search.

  • When the results are listed select the Community Payer.

Be sure that the Start Date is dated before you intend on creating the ALP invoice.

  • Click the Save button to save the record, or the Cancel button to cancel the record.

  • Click the Schedule tab.

  • Click the day that the placement started.

  • Change the status to Approved on the Main Schedule page.

  • Enter custom Bill and Pay rates.

  • Click the Update button to finalize the changes.

  • The system will ask if you want to create a recurrence, select No.

  • Follow the steps to create/finalize invoice.

Did this answer your question?