How to bill Service and travel for your clients

How to Bill  for a Client – Service & Travel all in One

NB.  If you are billing retrospectively for TRAVEL only, CHOOSE the tab TRAVEL ONLY:

Note: an invoice can only be created if there is a purchase order in the system for the client

Select the client you wish to create an invoice for from the list of clients

Scroll down until you see PO List

Click on the words “Add Billable” tab to the right of the PO you are invoicing from.

Choose the Service code:

Enter the date the service was provided

Enter the hours and/or minutes

If you have travel to add click Add Travel

Choose the Travel codes

Once finished, choose Create & Return or Create & Add More depending on whether or not you have more billing to do for this client.

When billing for a DNA or Closure Notice, click BILL FOR NON-SERVICE CODE

Then choose from CREATE & RETURN or  CREATE & ADD ANOTHER.

NB.  If you cannot see the option for a non-service code as above, it means

That there are no DNAs or closure notices on the particular PO – check to see if an earlier PO has the DNAs added.  As a general rule, the DNAs are added to the Early Planning PO and the 12 month Wellbeing PO.