Financial
Rates, invoicing & payroll
By Dec and 1 other2 authors37 articles
Capture different pay rates within one carer contract
Swap Contracts in Bulk
How to create Service Contract TypesHow to create Service Contract Types for clients in your environment
How to add a finish date to a client contract to make the contract inactiveIf a client no longer requires your services, how to deactivate their contract
How to assign a Service Contract Type to a client to make the client activeHow to add a Service Contract Type for a client in your environment
Invoicing: VAT + tax calculationsHow CareLineLive rounds tax + VAT calculations
Service contracts: invoicing rounding precisionControl how many decimal places are kept when billing for bookings
Invoice Runs: PrerequisitesWhat you need to check before generating an invoice run
Invoicing
Creating a Standalone Client Invoice
Split Billing
Use a Reference Number on Invoices
Invoice Settings
Invoice Run TemplatesCreate templates of invoice runs to help save time with finances.
Number SchemesMore detailed customisation for invoice numbering
One-off credit/debit transactions
Global Buyers
Assigning a Buyer to a Client
Invoice Settings for Buyers
Invoices: Payment Methods
Setting Up Tax Types
Change billing options for a booking
Mark An Invoice As Paid
Generating an invoice runCalculate invoices for a period