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Request new invoice periods

In this article, we explain how to request new invoice periods in CM finance manager.

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Written by Billy Dilks
Updated over 2 months ago

Invoice periods are required in order to enable billing in finance manager.
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If new invoice periods are required for a new financial year, please raise a new case online and reference the title of this article. Ensure you include a list detailing the new periods required on the system.
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😊 Please note that only Local Authorities are authorised to create new invoice periods. If you are a provider of care and you are running out of invoice periods, please raise this to your Local Authority and they can submit the request to have new periods added.

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