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.

For employers on a per-patient contract, a membership's one-time enrollment fee is billed on the same draft as that membership's first charge. Each fee appears as its own row in the Memberships table, with Enrollment fee in the Type column. On the invoice and its PDF, fees are listed in a separate Memberships • Enrollment fees line, after the membership cycles.

3. Edit or exclude individual memberships from the invoice

Select the checkbox next to one or more membership rows to act on them. From there, you can choose Edit item to override the amount charged for that row, or Exclude from total to remove it from the invoice total without deleting it (an excluded row can be brought back at any time with Include in total). Any pending changes appear as unsaved changes at the bottom of the table until you select Save, or Cancel to discard them.

An enrollment fee is one amount for the whole family, so it can't be edited per member. Use Edit item to change the fee's total, or Exclude from total to leave it off the invoice.

4. 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.

Each line shows the Patient and Clinician for that charge, and you can search the list by patient or item (“Search by patient or item”). The employer's invoice PDF doesn't include these names.

5. 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.

   

6. 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.