Multi License - Team Members, Invoicing, Time Tracking, View Limits applying billing profiles, adding time, applying time
Multi License - Team Members, Invoicing, Time Tracking, View Limits
applying billing profiles, adding time, applying time
What is a Billing Profile?
Package:
A Package Billing Profile is for parents who pay by the package and not by the amount of hours spent working on the student.
Hourly:
An Hourly Billing Profile is for parents who pay for the hours spent working on the student, at a given hourly rate.
Block of Hours:
A Block of Hours Billing Profile is somewhat of a combination between the two above. This is meant for parents who pay for a package which includes a set amount of hours. CounselMore then keeps track of the remaining hours as time with the student is logged by adding a Line Item.
Adding a Line Item
In the following example we will go over adding time to a block of hours billing profile. Say you meet with the Student for a 1 hour session. It's now time to add a Line Item to the Student's Accounting Tab and subtract that hour from the package.
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Go to Any Student Record > Accounting Tab > Orange Halo > Add Line Item
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Add Time:
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Enter todays date (or whenever the session happened)
- Highlight the parent icon to the right of the date in order to automatically add this Line Item to the Invoice
- Add miles if you want to track your drive to the meeting location
- Enter 1 hour (and any minutes if applicable)
- Select the 10 Hour Block Package Billing Profile from the drop-down menu
- Type a custom note if applicable to client
- Click Submit.
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NOTE:
- By adding this line Item, you have now effectively applied a charge to this student's account
- By entering 1 hour, you have also applied the first hour of the package, against the package. If the hour block was 10 hours, the client now has 9 hours left.
The green bar will show the countdown of hours remaining.
