Invoice Formats

 

The system includes a "General" invoice format for all non-specific requirements and also some special Local Authority formats which have been created to meet the requirements of different Local Authorities. Additional formats can be created as required using the Design function, if you require help with doing this please Contact Us.

 

Click on the "Settings" tab to bring up the list of options and then select "Invoicing" followed by "Choose Invoice Formats" from the menu options list.

 

 

The "Choose Invoice Formats" screen will now be displayed.

 

 

In order to make use of any existing formats, double click the tick box in the "Used" column against each Invoice Format that you wish to use, then click the "Close" button to return to the menu.

 

You may also create your own invoice layouts or make variations to an existing layout using the Design function. Once these have been created they can be added to this list by first going to a blank line and typing in a description, then in the "Max No. Clients per Invoice" column enter either "1" for a one resident per invoice type or "999" for multiple residents per invoice. Next, click on the "Choose Filename" button on the right of this screen.

 

 

Navigate to the [CareMaster][Invoice Layouts] folder and then select the layout you wish to use.

 

 

If this is a single resident per invoice type, you can click in the "Used" column and then close the screen. If it is a multiple resident per invoice type there are some further steps to be taken.

 

First select the "Local Authority Form Type" that this layout is based on from the drop down list.

 

 

Next, click on the "Specify Charge Types to be picked up by this Invoice Format" button on the right of the screen.

 

 

Then select the charge code you wish to use on this invoice, more than one type can be added if required.

 

 

If you want each residents charges to be posted to separate Sage Customer Accounts as specified on the Charge Templates. click in the tick box in the "Post to Multiple Sage Sales Ledger Accounts?" column.

 

 

If all the resident charges on this invoice type are to be posted to a single Sage Customer Account, do not tick the box but instead select the relevant Sage Customer Account from the drop down list in the next column.

 

 

After closing and re-opening the CareMaster program, new layouts on this list can be used with Charge Templates.

 

One further option is available, click on the "Specify Headings for Charge Template Notes Fields" button.

 

 

The "Charge Template Note Captions" screen will appear.

 

 

This allows the user to apply specific headings to the four notes fields at the bottom of the Charge Templates (by default these have no headings). These headings are specific to the invoice layout that has been chosen.

 

For information on creating and amending invoice layouts, please go to Design.