Billing Management
Learn about Billing Management within the Maica Client Care Solution
Last updated
Learn about Billing Management within the Maica Client Care Solution
Last updated
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.
If you are upgrading from a previous version of Maica Client Care, please disable the Maica Schedule Invoice Flow prior to configuring these settings.
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.
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.
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.
Invoice Flow is a link to the actual Invoice generation Salesforce Flow containing the logic of how Invoices should be generated.
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.
