This article will cover:
- When to use Manual Billing
- Turning on Manual Billing for your agency
- How to use Manual Billing
- Uploading a Flat File
When to use Manual Billing
In Brittco, most activities and services you document are automatically categorized for billing in their appropriate location. But what about tracking billing for things that are not documented in Brittco? To illustrate an example for Manual Billing we will use Bus Vouchers.
Turning on Manual Billing for your agency
By default Manual Billing is off in your Brittco System. To turn it on for your agency you will need to go to your Account Settings:
On the Basic Information screen you will find the option to toggle Manual Billing on and off. Click on Edit Settings:
Click on the dropdown box for Manual Billing and choose On:
Click on . Now you are able to access manual billing inside the Billing module.
How to use Manual Billing
Navigate to the Billing module. Next to Actions in the top right you should now see a new button, Add Billing:
Click on Add Billing and a new window will open. Here is where you can add billing manually for items or services that are not being tracked and/or documented in Brittco. Our example will be Bus Vouchers:
Enter your billing information and click Save. From here you can click on the Edit button to make changes or delete the manual billing entry. When you are ready to bill, you can click on the down arrow next to Apply Filters and select Create Invoice:
Uploading a Flat File
You also have the ability to upload a flat file for your manual billing entries. This file should match the format used to upload Medicaid billing. To upload the file, click on Add Billing and select the Upload Flat File tab:
Click on Choose File and select the Flat File and click Upload. Depending on the size of the file it may take some time to process the information. When it is done you will see the results of the upload:
You can go through the results and make any corrections you need to. When everything looks correct, you can generate the invoice as usual.