Provider-administrators can access all the charges for their scheduled-resources that have pricing rules as well as any products that have costs associated with them. Products can be added to both scheduled-resources as well as service-resources. Charges are managed in the Admin > Billing > Charges section.
In this section provider-administrators can get an overview list of all charges.
The following filtering actions are possible:
A key feature of OpenIRIS is the ability to proper accounting practices. Provider-administrators are able to keep track of which charges have been Invoiced from those that have not. In order to do this provider-administrators can select which charges they wish to send to Invoiced and when.
Sending charges to Invoiced is achieved as follows:
Admin > Billing > Charges.Add charge(s) to Invoice in the drop-down menu that appears above the table after selection.Apply action.Group charges by field and select the relevant group/-ing options.
Invoice button.Provider-administrators are able to export all charges to Excel by clicking on the Export button in the top right hand corner
There are additional actions that can be performed on charges when selecting them. Actions can be performed on individual charges or on all by selecting the required ones in the left most column.
The various actions are:
If
Price listsare updated before charges are sent to invoice, or if edits are made to the bookings post factum then it is important to recalculate charges before sending to 'Invoiced'.