How to Bill ACC for Surcharges
Issue
ACC have advised that they will pay the surcharge amount as well as the appointment charge for a client. How do I bill the surcharge to ACC?
Solution
Surcharge’s cannot be included with appointment charges in a Schedule Invoice to ACC.
The Surcharge/s need to be billed separately in a backend Accounting invoice and either posted or emailed to ACC.
1. Create the Debtor Invoice directly via the appointment
2. Create the Debtor Invoice via Accounting Form>> Money In>> Invoices to Create
3. The information displayed on the Invoice is determined under the Debtor>Insurer Billing Details, with the ability to also add Custom Options.
Note: Fore more information, please refer to Managing Custom Fields
