A price change never reaches back
A charge keeps the price it was posted at. Changing a price here affects what is billed from now on and nothing that has already been given to somebody.
ConfigurationAvailable
Revenue setup
Who pays, what they pay under each contract, what everything costs, and the month's figures for whoever keeps the books.
What you can do here
A patient who pays for themselves needs no payer
Every charge carries a list price, which is what applies when no contract prices it. Payers and contracts are only for the people who pay on somebody else's behalf.
One contract prices one charge once
A price list has one line per charge. Setting the price again changes that line rather than adding a second one, so there is never a question about which price applies.
A price list line that is not there is not a gap
Anything a contract does not price bills at the list price. That is why removing a line is a real removal rather than a state that means something in between.
The finance export is a read
Nothing is marked as exported. Asking for a month again gives the same answer, and your finance system decides what it has already taken in.
Amounts are exact
Every figure is a whole number of the currency's smallest unit, so the lines on a bill add up to its total exactly. A figure with more decimal places than the currency has is refused rather than rounded. A new price is read in your workspace's currency at its own number of decimal places, which the form states, so 5000 in a currency with none is 5000 and never 50.00.
Follow these steps
Add a payer and a contract
- Stay on Payers and contracts and select Add a payer.
- Open that payer's contracts and add one, with the share the payer meets.
- Turn on approval if that payer wants to agree to work before it is billed.
Build a price list
- Add the things you charge for under Charges, each with its list price.
- Open a contract's price list and set the price that contract pays.
- Leave anything the contract pays list price for off the list.
Read a month for finance
- Open Finance export and choose the month.
- Select Read the month to see every charge and payment in it.
- Read it again whenever you need to. The answer does not change.
Helpful habits
- Agree the charge codes with whoever raises bills before anyone starts using them. A code is how a charge is recognised everywhere else.
- Set a contract's share once rather than overriding it on every invoice, so the usual case needs nobody to remember a number.
- Retire a charge rather than deleting the idea of it. Bills already given still name it.
Tips
- A payer keeps its code. A different code is a different payer.
- A contract keeps the currency it was created in.
- Any fraction in a payer and patient split goes to the patient, so the two always add up to the bill.