Billing & Invoices
Create and manage invoices so you can get paid
9 articles
Mileage and travel time settings (and how they're paid)How the Mileage and Travel Time policy settings work — the four collection modes, how Automatic calculates travel between clients, setting rates, how pay is calculated, and how to fix…
Collecting private-pay payments and convenience feesHow private-pay clients pay invoices online through Stripe, what's needed to set it up, and how the convenience fee works.
How a shift becomes an invoice line itemThe journey from a completed shift to a billed line item — the statuses along the way, and what holds a shift back from billing.
Expenses, mileage, and rate modifiers on a billHow to add expenses, bill mileage and travel time, and apply rate modifiers — and how billing the client stays separate from paying the caregiver.
Creating, reviewing, and sending invoicesHow to create an invoice for a client and payer, review and adjust the charges, and send it for payment.
Invoice groupsWhy Careswitch groups invoices automatically by client, payer, and billing cycle — and what to check when two invoices aren't consolidating.
Changing how a client pays: payment method, billing week, and frequencyHow to set a private-pay client to pay by credit card or ACH, charge a saved card through Careswitch (Charge Now), put a card or bank on file, and re-bill…
Add to Invoice vs. Add to Claim: which button shows, and whyWhy a shift shows 'Add to Invoice' for some clients and 'Add to Claim' for others — private-pay vs. insurance — and what can be billed on each.
When a claim is rejected or denied: what it means and what to doWhat it means when a claim shows 'Submission error' (rejected) vs. 'Payment issue' (denied), and how to correct, resubmit, void, or adjust it.