You need to ensure that the invoice rate sheet is added to your service funder so that the billing is correct. You can associate an invoice rate sheet with a service funder following these simple steps.
Click Service User, then click Service User.
Click Find, then select the relevant service user.
Select Service Funders.
Open the relevant service funder.
Select Rate Sheets.
Click Add new to add a new rate sheet.
Enter the following details:
From Date: The date the rates must apply from (dd/mm/yyyy format).
Reason: The reason for the new rate sheet.
Invoice Rate Sheet: The rate sheet you wish to apply to the funder.
Click Save.
Invoice rate sheets option isn't showing
If you are not able to see all Invoice rate sheets as an option for a client, you'll need to ensure that the rate sheet is enabled for that branch and area.
Click Settings, then click Other.
Select Company.
Under Quick links, click Branches.
Select the relevant branch.
Under filters, select Invoice rate sheet.
Select the check box of the rate sheet you would like available for that branch.
Click save.