Universal bundles help agencies that charge most of their customers or pay most their interpreters a global rate. By having universal bundles an agency doesn't have to create bundles for each new customer or interpreter. When on-boarding a new customer or interpreter who requires a unique billing bundle package then create an individual billing bundle for them.
Individual billing bundles help agencies that have different contracts with each customer and/or interpreter. They can be used in conjunction with universal bundles for special types of appointments. An agency could have a fixed rate for all medical appointments (universal bundle) and individual bundles for unique rates for legal appointments. You can create as many bundles as needed for a customer or interpreter and can then select the right bundle on the appointment form as needed.
When a customer or interpreter has more then one billing bundle (universal or individual) a default billing bundle should be picked. The default bundle will be selected automatically for each appointment unless the billing bundle is associated to a category or language that is applicable. Most agencies generally don't need to use associations but is an optional extra for complex billing scenarios. Read more about associations below.
Each customer/interpreter billing bundle will have an association field which pre-selects the bundle when the appointment matches the category or language. If more then one association can be made the system will take a best guess as to which billing bundle to use. If no associations are found then the default billing bundle for that customer/interpreter is used. Most agencies leave the association field blank and usually just pick a default bundle.
Review by billing period all the appointments in a gridview and get some basic overview information in the process.Read More
See a summary of how the system generated the billing fees for a particular appointment.Read More
Generate invoices and sync them instantly with QuickBooks Online. Invoices can be printed, mailed, copied, and exported into other applications.Read More
Billing bundles are a set of rules that describe how you charge a customer or pay an interpreter.Read More
This area will only show appointments that haven't been validated.Read More