Starter Invoice

 

This function can be used if you have already run your invoices for any given accounting period and then a new resident enters the home during that period. You should set up all of the relevant information and charges for that resident and then click on the "Starter Invoice" button.

 

 

You will now see the "Generate a Starter's Invoice" screen.

 

 

N.B. Note the comment at the bottom of this screen. If you have already created an invoice using the Ad-Hoc Invoice function, using this procedure could result in a duplicate invoice.

 

In the example shown above there are three different funding sources for the resident. Highlight the particular charge that you want to work with and then click the "Generate" button on the left.

 

 

You will then see the following screen which is very similar to that used for creating Ad-Hoc invoices.

 

 

The "From Date" and "To Date" fields will already be filled in. The "From Date" will be the new residents admission date and the "To Date" will be the date to which invoicing has already been done. There is the option of running this as a "Test Invoice" if you would like to try it out before committing to a real transaction. This will create a short-period invoice to bring this new resident up to date with everyone else on the same invoice period.

 

N.B. There is no "Credit Note" option on this screen, the system will create a credit note if one is required.

 

Check that the dates are correct and then click the "OK" button. You will then be asked to confirm your printer selection.

 

 

Click "OK" to display the invoice on screen. You will then have the option of printing the invoice if required.

 

Close the preview screen and then repeat the process for any other charges.