This information is required for invoicing purposes. There are two types of charges - Time Related or Variable lump Sum. Charge types which vary according to the length of the period being invoiced are classed as Time Related. All other types are classed as Variable Lump Sum.
Click on the "Settings" tab to bring up the list of options and then select "Invoicing" followed by "Invoice Charge Types" from the menu options list.
The "Invoice Charge Types" screen will now be displayed.
Click the "Add" button (+) to add a new record. Enter a suitable short code and then select the correct type from the drop down list. There are two types of charge, "Time Related" is used when you wish CareMaster to calculate the amount to charge from the rate entered and "Variable Lump Sum" is used if you wish to charge a fixed amount. Then enter the description you wish to appear on the printed invoices. In the next column, click on the drop down box to select which section of the printed invoice you wish this charge to appear in. The "Care and Accommodation Type" column has four options, all of these with the exception of "Other" are used in the calculation of "Average Fee rates" which can be seen by running the Average Fee Rate report. On the right of the screen there are two columns of tick boxes, the first column is used to mark a charge type that is not covered by a contract and is used in conjunction with the Out of Contract report. The last column is used in conjunction with the Set Variable Costs to Zero function, if there are charges that do not vary from month to month they can be left on the system by selecting this option. You can enter another record by using the "Tab" key to move to the next line. Finally, click the "Tick" to save the record.
If you wish to change the "Description to Appear on Invoices" for an existing charge type, click into the relevant field, remove the existing text and type in your new description. Click on the "Tick" to save the record and then with the line still highlighted, click the "Update charge templates with this description" button to complete the process.
