It's easy to record either one-off charges or credits for a client, we refer to these as Transactions

Transactions are a way to credit or debit a client's invoice outside for areas outside of your usual service charge. To find the transactions page, first open up the client's profile and then the Financial tab.

 

Screenshot_2019-11-25_at_15.06.58.png

 

On the left, you can see all of a client's created invoices and the issued and due dates. 

On the right, you will see the credit/debit section for your client. You can either add an extra charge, or schedule a payment to be made to them should the need arise. To do this, click on the + button in the top right hand corner. The following menu will appear:

 

Screenshot_2019-11-25_at_15.00.40.png

 

Give the transaction a title, which will be shown on the invoice.

Optionally select a buyer for transaction. If left blank, the transaction will be charged to default buyer for an invoice.

Select whether this is a credit or debit transaction, and enter the amount. Make sure you have chosen the right option for credit/debit (the one selected will be in green).

Provide a date for the item to be processed. This can either be in the past/future.

Once you have filled in the form, click Create. The transaction will then be processed as part of the next invoice run covering this date.

 

Monthly fixed rate

If you have a client who is charged a fixed monthly rate regardless of visits, you can do this using the debit option mentioned above. To do this, make sure that all the charge rates in their contract are set to £0.00 and then you will be able to allocate bookings without incurring extra charges. It also means you are able to schedule their payments in advance and post-date it so you can add in multiple months worth at a time. 

You will still need to generate an invoice for this client either individually or as part of a run.