To get started, you'll need to navigate to the service funder screen, you'll need to follow these steps.
Click Service User, then click Service User.
Click Find, then select the relevant service user record.
Select the Service Funders tab, then select the relevant service funder.
When service packages are enabled, a Service Packages tab can be visible on the Service Funder screen.
📌Note: There can only be one detail record in effect per service funder.
Select the Service Packages tab, then click Add new.
Complete the relevant details on the General Details tab.
Start Date - The date from which the advance charge starts.
Type - The service package type as per the package types setup within Settings.
Click Save.
Select the Service Package Details tab, then select the plus icon.
Enter the relevant details.
From Date - The date from which the detail record is effective and follows the same logic as the Start Date on the General Details tab. The end date of any detail record is determined by the start date of a subsequent record.
Type - Taken from Type on the General Details tab.
Value - The value of the service package over the period the service package type is covering. When adding a value, the calculated fields auto-populate the figures determined by the value above and the service package's base type.
Invoice Summary - If entering any details in the Invoice Summary field, this text appears on the invoice.
Click save.
The Additional Hours tab provides a view of the additional hours setup for the effective service package type; however, it is read-only at this level to prevent the rates charged for any additional hours from being changed.