Client records can be missing from a pending or final invoice for a number of reasons. Work through the checks below to identify the cause.
Check the contract start date
If the contract start date is after the date of visits delivered, those visits will not be included in the pending invoice.
Log in to CallConfirmLive!, then click Clients.
Enter the client details using the search functionality and click Find Now.
Double-click the client record to open it.
On the Basic Details page, confirm the client is linked to the local authority contract. If not, follow the steps in the relevant article to update it.
Click Contract History and confirm the contract history date is correct.
If the date is incorrect, refer to the relevant article for steps on how to change the contract dates.
Check the Social Services Reference number
Client records must have a Social Services Reference number and valid purchase orders to be included in Finance Manager invoices.
Log in to CallConfirmLive!, then click Clients.
Enter the client details using the search functionality and click Find Now.
Check the Soc. Serv. Ref. column in the results table for the client's Social Services Reference number.
If the column is not visible, double-click the client record to open it.
Click Financial on the left side of the screen. If a Social Services Reference has been assigned, it will be visible next to the Imported Agency SS Ref or Soc. Services Ref. fields.
If the Financial tab is not visible, the client is not linked to a local authority contract and the contract needs to be updated. Review the steps in the relevant article for information on how to change the client contract.
Check purchase orders
A client may also be excluded from Finance Manager if there are no purchase orders linked to their record. To view the purchase orders linked to a client, follow the steps in the relevant article.