A client must have a buyer before an invoice can be generated. The invoice will be addressed to the buyer.
Self-funding
By default each client is set up as self-funding, but this can be removed.
Adding a family member or another contact as a buyer
Open the client’s profile and open the People tab
Add the contact in the Important Contacts section by clicking the + button. Be sure to include their address
Save the new contact
Next, in the Buyers section on the same page click the + button.
In the pop-up, select From Contacts, and then select the contact from the list.
Change any settings as necessary, or leave blank to use the defaults.
Click Add buyer
Adding a global buyer
Frequently, an organisation such as a Local Authority or CCG group will fund a client's care.
To save you duplicating information across all clients that are funded by the organisation, you can set up a Global Buyer and attach them to each client.
From the main navigation, go to People, and then Buyers
Click Add global buyer
Choose whether the buyer is a person or organisation, and which teams they will be available to
Fill in their details, including their address
Click Add buyer
Next, you need to attach the new buyer to the client.
Open the client's profile, then their People tab
In the Buyers section, click the + button
Select Attach global
Pick the global buyer from the list
Click Add buyer