> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/general-information/client-care-settings/billing-management.md).

# Billing Management

**Maica Client Care** provides the ability to generate Invoices and Invoice Line Items; this setting allows you to manage the components of this feature as shown in the screenshot below.

<figure><img src="/files/ZGAb58jFFe9SyXaWvKlM" alt=""><figcaption><p>Billing Management Settings</p></figcaption></figure>

{% hint style="info" %}
If you are upgrading from a previous version of Maica Client Care, please disable the `Maica Schedule Invoice Flow` prior to configuring these settings.
{% endhint %}

| Setting Item                     | Description                                                                                                                                                     |
| -------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Time Travel Cap (minutes)        | This is the organisational cap applied (if set) to any billing of travel time, for example, don't bill for more than 15 minutes regardless of what is recorded. |
| Chargable Travel Cap (kms)       | This is the organisational cap applied (if set) to any billing of travel kms, for example, don't bill for more than 5 kms regardless of what is recorded.       |
| Short Notice Cancellation Period | This is the number of days within which Appointment cancellations are charged, for example charge for cancellations within 4 days of the actual Appointment.    |

### Invoice Auto- Generation

This determines how Invoices & Invoice Line Items are generated, including the following options:

* **Manual** means that Invoices are generated by using the `Generate Invoice` button on the `Appointment`
* **Schedule** means that Invoices are generated based on the schedule defined here, including:
  * **Schedule Frequency** which offers `Daily`, `Weekly`, `Fortnightly` and `Monthly`
  * **Schedule Start Date** which defines when the schedule will commence and run according to the **Schedule Frequency**.
    * Example: If the 5th of any month is selected and set to `Monthly` then Invoices will be generated on teh 5th of each month.
    * Example: if the 5th of any month is selected and this happens to be a Wednesday, then Invoices will be generated each Wednesday going forward.
  * **Schedule Time** is the time at which Invoices will be generated.
* **Trigger** means that Invoices are generated when an `Appointment` is either completed or cancelled.

{% hint style="info" %}
This setting is only possible for users with a Salesforce Enterprise license and Maica Client Management license. This setting will cause permission errors for users on Salesforce Platform licenses.&#x20;
{% endhint %}

* **Invoice Flow** is a link to the actual Invoice generation Salesforce Flow containing the logic of how Invoices should be generated.

{% hint style="info" %}
If you want to generate Invoice Line Items on the last day of each month, pick the last day of schedule start date month, i.e. 31st January or 30th April.
{% endhint %}