To re-bill for billing data that was unpaid or incorrect from a previous invoice, follow these steps:
- Determine whether the re-bill is going to be a different service code than what was previously billed incorrectly. In other words, ask yourself if the incorrect billing is going to be replaced with the same service code, but with a different billing amount (more or less units).
If it IS NOT going to be a different service code OR if the billing record has not been paid. then skip to Step 3 (you don't have to Zero Out this billing).
If it IS going to be a different service code AND the billing record has been paid, then you must first Zero Out the incorrect billing data (explained in Step 2).
- Zero out the billing that was previously billed incorrectly. Follow the steps in this article:
- On the Billing screen, go to the Reconciliation tab and unlock the billing data that needs re-billed.
Note: if you had to zero out the incorrect billing data, you DO NOT want to unlock any of that data.
- Fix the problem that caused the billing error. For example, let's say the waiver was setup incorrectly. Go to the Client Information screen and change the waiver. Or maybe a client was left off the attendance. Go to the Attendance screen and add the client to the attendance. Or maybe a time was entered wrong. Go to the screen where the time is wrong and fix it.
- From the Billing screen, go to the 'Billing Setup' tab and set the appropriate dates (and client filter if the changes are for only one client), and click the 'Recalculate Billing Setup Data' button.
- On the same screen, click the 'Create Billing Data' button.
- Select the 'Reconciliation' tab and refresh the screen to check your billing data to be sure it is now correct. Create the invoice if you are ready to upload the flat file.