Billing & Invoices
Create and manage invoices so you can get paid
11 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 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.
- Invoice groupsWhy Careswitch groups invoices automatically by client, payer, and billing cycle — and what to check when two invoices aren't consolidating.
- Creating, reviewing, and sending invoicesHow to create an invoice, review and adjust the charges, check the invoice is complete, mark it Reviewed or Paused, move line items between invoices, and send it — plus…
- 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.
- 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 feesHow private-pay clients pay invoices online through Stripe, what's needed to set it up, and how the convenience fee works.
- 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.
- 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 doWhat it means when a claim shows 'Submission error' (rejected) vs. 'Payment issue' (denied), how to correct, resubmit, void, or adjust it, and how to move unpaid dates off a…
- 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.