Why do I have multiple Invoices for a single Client in one Billing Period?
Check out this short video:
For a detailed written breakdown, see below:
Check if Billing Contacts are the same:
Check the Services and make sure the Billing contacts are the same on each service. In AlayaCare, if Services have different Billing Contacts, separate Invoices will be created. To have a single Invoice generate for a single client, all Services must have the same Billing Contacts. To check this, go to the Client’s profile > Care Management > Services > Edit Service, check here for Billing Contact.
Do this for each Services and see if the Billing Contact is the same for all Services.
Check if Payment Method is set:
If there is a Payment Method set, it will split up invoices for different payment methods. To have one invoice generate, the Payment methods must be the same. Check the Service > Overviews > Accounting.
Check to make sure the Payment methods are the same.
For more info on Payment methods, check out this Zendesk article: How do I set up/edit/delete a Payment Method?
Check if the Tax Configuration are different:
If tax configurations are not the same for Services, separate Invoices will be generated. To have a single invoice generate, the tax configurations must be the same. Check if one service is taxable and the other one is not. To do this, go to the Client's Profile > Care Management > Services > Edit Services. Here you will see an Apply Tax checkbox and make sure this setting is the same for all services for this client.
💡 Support Tip: You can troubleshoot the issues explored in this post in your staging environment
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If issue is not resolved after going through the steps in this guide, please search through Zendesk articles or have your super user submit a Zendesk ticket.
For a full list of FAQs related to Billing, check out this post.
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