In the majority of cases, you'll be able to generate invoices without manual intervention. However, there may be times where visits haven't been confirmed automatically or a client's record is missing some information.
Ensure bookings are confirmed for the period
Before visits can be invoiced to a client, you must first ensure all bookings have been completed and confirmed. See confirming bookings for more information.
When creating an invoice run, the estimates section will inform you if there are any unconfirmed bookings in the period.
ℹ️ Any bookings that have not been confirmed will not be included when calculating the invoices.
Every client needs a buyer
By default, each client is set up as self-funding, but a lot of the time there will be someone else paying for their care such as family members or a local authority.
See buyers for more information.
Each buyer needs an address
It's an HMRC requirement to include the address of your customer on the invoice. You'll need to make sure that the client's buyer has an address.