There can be multiple reasons that can cause an invoice charge not to show against a visit. Here are some solutions:
Right click the visit and select Open Visit.
On the right side, select the tickbox Create invoice charge when actual is recorded.
Then select Save and Close along the top.
Then reapply the rate.
If your rates are set up using Contact Type as a filter, you may need to add a specific Contact Type:
Right click the visit and select Open Visit.
On the right side, select a Contact Type from the dropdown menu.
Then select Save and Close along the top.
Then reapply the rate. Note: You can reapply the rate to multiple visits by holding SHIFT Key, highlighting the required visits, and clicking Reapply Rate.
📌Note: If you are unsure which Contact type matches your rates we recommend contacting the Rate Administrator within your organisation.
This issue can also occur if the option This client only has private visits is enabled within the financial tab of the client record.
If this option is enabled, all visits will be treated as private for the client, and no invoice charge will be able to be generated to bill the Local Authority for care.
To disable this feature, follow these simple steps:
1. Log in to CallConfirmLive!
2. From the Client menu, search the client in question using the filter tools.
3. Open the Client record and Open the Financial tab.
4. Untick the option "This Client only has Private Visits.
5. Click Save and Close on the client record.
6. Check the visits via the Visits menu.