For a general overview of Portal Settings, see Portal Settings Overview.

Auto Invoicing creates invoices on your chosen schedule using the eligible visits and Packages in your portal. The video shows the previous setting labels; the settings below use the current labels.

  • Turn on Auto Invoicing at Billing > Billing Settings > Auto Invoicing.
  • Include Visits Scheduled sets the latest service date to include, relative to the day Auto Invoicing runs. Already-invoiced visits are excluded. This cutoff is separate from the date shown on the invoice.
  • Invoice by Status selects which visit statuses can be invoiced automatically. Uninvoiced Packages can also be included in the general settings.
  • Grouped Visits controls whether visits from the same trip, on consecutive days, or on alternating days should stay together on an invoice. Choose Do not group if you do not want visits held together.
  • If a group is not ready to be invoiced, it can wait without holding up other eligible groups for the same client.
  • Ongoing visits can be invoiced by billing period instead of waiting for the recurring schedule to end. Consecutive-day grouping does not indefinitely hold an ongoing daily schedule; visits connected to a Trip still follow the selected trip-grouping setting.
  • Create Invoices offers Every day, Every week, Every 2 weeks, or On specific days of the month. For specific days, enter numbers separated by commas, such as 1,15. If a month does not have a selected day, invoices are created on the last day of that month.
  • Date Shown on Invoice sets the date printed on the invoice. Your default payment terms determine its Due Date.
  • After Creating Invoices offers Send immediately, Send automatically on invoice date, or Do not send automatically.


Auto Invoicing (Ongoing Only)

  • You can set up a separate invoicing schedule for Ongoing visits from the Ongoing Auto Invoicing section of the page
  • Select Use custom settings to configure separate settings for Ongoing visits (or specific clients—see below). Select Use general settings to use the general Auto Invoicing settings instead.


Selective Auto Invoicing

  • You can turn off auto invoicing for specific clients by editing their Profile and setting Auto Invoicing to "Off"
  • If you are using Ongoing Auto Invoicing you can set a client's Auto Invoicing to "Use Ongoing" which will make it so all of the client's visits (not just Ongoing ones) use the Ongoing Auto Invoicing settings


Preview

Don't forget to check the preview! This will tell you the next projected invoices which will be generated based on the configured settings (no need to save before you preview).