Billing & Invoices
Create and manage invoices so you can get paid
14 articles
- Line item statuses: when a shift is ready to billWhat each line item status means — from a scheduled shift to a paid charge — why a completed shift might not be ready to bill yet, and what you…
- Add to Invoice vs. Add to Claim: which button shows, and whyLearn why a shift shows Add to Invoice or Add to Claim, what each option can bill, and what to check if the button is missing, disabled, or different from…
- Invoice GroupsLearn how Careswitch groups related charges, why you may see separate invoices for the same period, and how to move charges when needed.
- Creating, reviewing, and sending invoicesLearn how shifts are added to private-pay invoices, how to review and adjust charges, and how to send invoices and track payment.
- Time Tracking: Choose Which Hours to Use for Billing and PayrollLearn how Submitted, Reported, and Scheduled Time affect billing and caregiver pay, how rounding works, and how to adjust individual shifts.
- Collecting private-pay payments and convenience feesLearn how to set up online payments, send invoices or charge saved payment methods, and include a convenience fee on private-pay invoices.
- Paying caregivers for mileage and travel timeLearn how to set up mileage and travel time payments in Careswitch, manage rates and daily deductibles, and adjust amounts on individual shifts.
- Expenses, mileage, and rate modifiers on a billLearn how to add expenses, bill for mileage and travel time, and adjust rates while managing client charges separately from caregiver pay.
- Changing how a client pays: payment method, billing week, and frequencyLearn how to update a private-pay payer's payment and invoice settings, verify a card or bank account, and collect payment through Careswitch.
- When a claim is rejected or denied: what it means and what to doLearn what rejected and denied claims mean in Careswitch, how to resolve them, and how to move unpaid dates to a new claim.
- Tracking outstanding balances in CareswitchSee which payers have outstanding balances, how long those balances have been owed, and which invoices need follow-up.
- Auto-submit Claims FeatureLearn how Automatic Claim Submission works, including eligibility requirements, submission timing, what happens after submission, and when claims still need to be submitted manually.
- QuickBooks Online and Careswitch: setup and sync guideLearn how to connect QuickBooks Online, map clients and services, turn on live sync, and manage invoices, payments, and sync issues.
- Submit Invoices in BulkLearn how to review and send multiple Submission Ready invoices and claims from the Invoices tab, then check the results.