Accounting
Create an Invoice (Billing)A step by step guide to creating an invoice in Caresmartz360
Process PayrollA step by step guide to processing payroll in Caresmartz360
Office Staff PayrollUsing CareSmartz to process your staff payroll
$0 Invoices marked fully paidIf you choose to create $0 they will be automatically marked as "paid"
Bill and Pay Rate HierarchiesHow are rates configured?
Bulk Approve ShiftsBulk Update Status option is the quickest way to approve the Multiple shifts in One go.
Paychex IntegrationThis article will help the agencies to integrate with Paychex
Tapcheck Integration
Billable Hours and Payable Hours DiscrepanciesWhy don't the billable hours and the payable hours match?
Changing Bill RatesHow to update your rates when things change
Example InvoiceA Sample Invoice with each feature selected
Invoice Auto NotificationsAutomatically send invoices to your payers
Travel Time and MileageSettings for paying caregivers for travel between clients
Exporting Invoices and Payroll Timesheets to QuickBooks
QuickBooks Desktop integration steps
Auto Clock In/OutHow does Auto Clock in/out work?
Billing and Payroll Steps ChecklistThe steps to successfully complete your billing and payroll
QuickBooks Online ChecklistThe steps to successfully complete your billing and payroll to submit to QBO
QuickBooks Desktop ChecklistThe steps to successfully complete your billing and payroll to submit to QBD
Send a "Paid" receipt to a payer
Credit Card Payment Processing through Celero (Formerly Transnational)How do I process credit cards for payment in CareSmartz?
Unable to change the Bill Type of a schedule
New invoice batch and unable to see some schedules
Payroll batch: caregivers not showing
Inactive Payer: eliminate from the payer invoices.
Overnight schedule: billing/payroll divided between the two days?
Credit/adjustment to invoice payment received.
Understanding the Payroll Export File for ADP
QuickBooks Online Integration Guide
Split Invoices between Multiple Payers
Receive payment on multiple invoices
Export Payroll for ADP
Refund against an Invoice
E-Payments
Create an ALP Invoice
Account Registry Overview
Pay scheduled featurePay unit type
Payroll export to Quickbooks DesktopGuide to export payroll from Caresmartz360 to Quickbooks desktop
Sage50If you use Sage50 for Billing and/or Payroll, you will need these steps