All inclusive PDF Invoice - including sales, premiums and credits

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    Alexandra Dunne

    Hi Mary and Fiona,

    I had a chance to chat to the team and they're going to take this away and look into it. Depending on the feasibility it will be taken into consideration at future planning sessions. Thank you again for the feedback and please be sure to follow our What's New section where we'll announce any feature updates.

    Alex

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    Fiona James

    We have also discussed this with AlayaCare as in the past our systems have produced more of a Tax Invoice/Statement as opposed to a Tax invoice alone. A Tax Invoice/Statement allows all information to show on the one document which is what customers are used to and expect to see. It also eliminates the need for more than one document to be sent out. We need simple, easy to understand documents that show ALL relevant information being sent to our customers as ultimately, it is our Customers that we are here for.

    I understand AlayaCare's perspective that a Tax Invoice can only show current charges and not payments or adjustments etc but the Aged Care industry operates differently to private business in the documentation used and required.

    An ideal Tax Invoice/Statement would show an opening balance, all movement for the month as detail and totalled, any credits, adjustments or payments leaving the total owing or closing balance.

    My understanding is that there is something in the works for this document to be produced but I think it has taken a back seat to the HCP changes. I'm sure someone will correct me if this is not the case.

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    Alexandra Dunne

    Hi Mary and Fiona,

    Thank you both for taking the time to give us this feedback. Fiona - you're absolutely right, the HCP changes in Australia means that our team has had to prioritize that, however, I'll be sure to pass this along to them since it's obviously a popular suggestion.

    Thanks,

    Alex 

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    Alicia Jackson

    This feature would also be very valuable to our company. 

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