When generating invoices (monthly), the system is pulling non-billable items which results in a zero balance invoice or is pulling non-billable items for discharged clients. A solution was provided to exclude the bill code "AC: Services" which we cannot exclude. All of our Managers utilize that bill code and use both billable and nonbillable activities utilizing the visit premiums. Example is client AC000000002 (MT).
Option 1: Void Zero Item Invoices This option involves voiding the invoices that have zero items. This will ensure that these invoices are not included in the billing process.
Option 2: Build a Billable-Non-Billable Accounting Structure This option involves setting up an accounting structure that separates billable and non-billable items. This will allow the staff to clearly identify which items should be included in the invoicing process.
Please note that, even though items may be listed as 0.00, the system may still include them in the billing process if it's not configured correctly. This is because BIM will pull all approved non-billed items. Additionally, being discharged doesn't rule out approved visits from being billed.
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