Products
Products are used to determine the hourly rate of your client visits for their invoices. NurseBuddy will automatically calculate the 30 or 45 minute rate from the hourly if visits are shorter.
Go to Settings > Invoicing> Products to configure these.
Just select "Add new product" to create new ones, you can have as many as you need.
1- In General Info write the name of your product: i.e Personal care, Enabling, Dementia care, Domestic work, etc. The rest of info like VAT, Rounding and billable time rates can be left blank since they are not mandatory.
2- In the next tab, Rates and Times, you can then fill in different hourly rates for different times of day, weekends or holidays. This helps if you do the same type of visit throughout the week but charge different rates.
3- Once you've inputted your different rates into the coloured tabs, you can apply these rates to the table below. Just select the rate you want then click, hold and drag your cursor over the times you wish to apply it too.
Note: If you have a flat rate for the whole 24hours and for all the 365 days for a specific rate plan, you can set only one tab and delete the rest of them after saving the changes and re-opening the product.
Be aware that you might still need to add a rate for Holidays.
4- You can then set the product type when creating a visit in the client calendar
Here is an example of a Personal Care Invoice Product:
Visits from Monday to Sunday (midnight to 5pm) are invoiced at £25 per hour and they have been labelled ''All Week'' and coloured in green
Visits from Monday to Sunday (6pm to 11pm) are invoiced at £35 per hour and they have been labelled ''All Week Later'' and coloured in yellow
Holidays (such as Christmas or New Year) are invoiced at £45 per hour and they have been labelled 'Holidays' and coloured in pink. For the Holidays, the £45 per hour rate applies to all times of the day, from start to end.
Note: Nursebuddy works on hourly rates. If for example you need to add invoice products for 45 minutes, you should:
Create a new invoice product and call it for example ''45 mins personal care''
If you charge £35 for an hour, you need to multiply 35 to 0.75 for a total of £26.25 as your hourly rate
5 - TIP: deleted products are still available for you in the Visit List Report so all your historical data is stored but remember that you cannot use deleted products for future visits.
Invoice Contacts
Invoice contacts let you know who is the person or business you need to invoice for each client.
Go to Settings > Invoicing > Contacts tab > Add a new invoice contact
Fill out the pop up box and click Save. You can add as many as you need and add them to a visit in the client calendar.
Default Product and Invoice Contacts
If your client has the same product or invoice contact for most of their visits you can set default options as part of their client profiles.
These values will then be applied to every visit scheduled unless you put in different options when scheduling.
To set these default values select Client > Edit button > Service tab. Here you will see the option on the left hand side to fill out the preferred product and invoice contact.