Creating Charge Templates

 
Charge Templates are used to define the invoicing structure for each funding source in every resident's record. If you have a number of residents with the same or similar invoicing structure you can use Skeleton Charge Templates to speed up the process of creating these records.
 
 
Select the record you want to work with and then click the "View" button on the left to go to the Resident Information screen.
 
Go to the "Invoicing" tab and click on the "Charge Templates" button.
 
 
The Charge Template screen has three tabs, Main, Charges and Notes. Please see the following pages for details on each of these.