Employer Draft Invoices Overview

Employer-drafted invoices offer a few extra perks that standard invoices do not, all to better aid the practice and the employer in managing billing and charges.

1. Employer Drafts always obey the Employer billing cycle settings

Regardless of membership configurations or any other charges on an employer invoice, the Draft is invariably issued to the Employer on the final day of the billing cycle.

2. Review all memberships charged in an Employer Draft Invoice

The draft employer invoice includes a detailed breakdown of all charged memberships. This information is available by scrolling down in the draft, and you can apply filters to narrow your search.

3. See all the individual charges covered by the employer

To view a detailed breakdown of all items covered by the employer, excluding memberships, click the "Charge items" button located toward the bottom of the invoice draft.

4. Add Credits to charge items.

   If you need to adjust a specific item on the invoice, but a discount is not ideal because it would apply to all items, you can add credits to individual charge items instead. This way, only that item’s amount is reduced.

   

5. Add Fees and Discounts to the employer invoice draft

You can apply discounts, credits, and fees to the employer invoice draft, even though it differs from a standard invoice draft.

Select “Edit” in the screen's upper-right corner to perform this action.

Next, select the “Add discount” or “Add fee” button, and input the desired discount or fee.

Once finished, the system will auto-save the changes you made.