You can manage your ad hoc invoices with ease following these sections.
Create an ad hoc invoice
To create an ad hoc invoice, follow these steps.
Click Service User, then click Service User.
Click Find, then select the relevant service user.
Click the Service Funders tab.
Select the relevant service funder record.
Click the Adhoc Invoices tab.
Click Add new, then fill out the relevant information.
Click Save.
Find an ad hoc invoice
To find a previous or ongoing ad hoc invoice, follow these steps.
Click Service User, then click Service User.
Click Find, then select the relevant service user.
Click the Service Funders tab.
Select the relevant service funder record.
Click the Adhoc Invoices tab.
Delete an ad hoc invoice
To delete an ad hoc invoice, follow these steps.
Click Service User, then click Service User.
Click Find, then select the relevant service user.
Click the Service Funders tab.
Select the relevant service funder record.
Click the Adhoc Invoices tab.
Click the bin icon🗑️ next to the invoice you'd like to delete.
Deduct an amount from an invoice
To deduct an amount from an invoice follow these steps.
🤓Tip: When entering the amount, you'll need to enter a negative amount.
Click Service User, then click Service User.
Click Find, then select the relevant service user.
Click the Service Funders tab.
Select the relevant service funder record.
Click the Adhoc Invoices tab.
Click Add new, then fill out the relevant information.
Click Save.