You can set up multiple cancellation types. These ensure that the service user and the employee know the process when a visit is cancelled, depending on how it is cancelled.
For example, if the service user cancels on the doorstep, the process might be different than if they give 24 hours' notice.
Examples
Flat Fee Cancellation: A fixed amount charged for cancelling a service, e.g., £50 for a cancelled visit.
Percentage-Based Cancellation: A charge based on a percentage of the original cost, e.g., 20% of a £50 visit equals £10.
To set up new cancellation types, follow these steps.
Click Settings, then click Finance.
Click Cancellation, then click Types.
Click the plus icon.
Enter the details as per the table below.
Click Save.
Field Name | Description |
Description | A short description of the cancellation type. |
Type | This can be set to either a flat fee or a percentage. A flat fee is a set value for the cancellation type, whereas a percentage would be a percentage of the original invoice/pay amount. |
Pay | This is where you define the flat fee or percentage at which the cancellation will be paid. |
Invoice | This is where you define the flat fee or percentage at which the cancellation will be invoiced. |
Hide in Payroll Generation if Zero | If this is ticked, when the visit's pay value is equal to zero, it will not appear on the generated payroll. |
Hide in Invoice Generation if Zero | If this is ticked, the invoice value of the visit will not appear on the generated invoice when it is equal to zero. |
Include Travel Calculation | If this is ticked, the system will still calculate travel to and from the visit as per the travel rate sheet. |