Please note that you cannot add a charge or credit to a fully paid invoice.
To adjust the total on an employer's upcoming invoice:
Navigate to the employer section
Click on the employer's account
Click on Invoices
Navigate to the most recent invoice
Click '+ Add Charge or Adjustment'
You can select one of your preconfigured charge items or type in anything you want
If you are selecting a preconfigured charge, the charge category, description, and amount will automatically populate. Otherwise, you can set these fields yourself as you enter the charge/credit.
The date of the charge will default to today's date, but you can adjust that to whatever date you'd like
You can also assign the charge to a specific patient, provider, or location or you can leave those all blank
If you are adding a credit make sure to put a negative sign before the amount ex: -50
When everything looks good, select 'Add Charge'
FAQs
To add an incidental charge item?
Search for the charge item from your preconfigured list or manually enter the details of the charge. To add more than one, change the quantity field to auto-calculate the amount for a group of charges like flu shots or COVID tests.
How do I add credit?
Search for the negative charge item from your preconfigured list or manually enter the details of the credit with a negative (-) minus sign in front of the price (e.g. $-20).
As a note, by default, we hide full charge detail & patient names from the employer. For example, the employer would not be able to see which patient had a specific lab run. If you want the patient details for one-off charges exposed to the employer, you can change this setting under 'Invoice Settings.'