Creating a global billable extra

Modified on Tue, 27 May at 3:28 AM

3 minute read

Billable extras can be created and managed at the location level and made available for association at the resident level. This ensures consistency across financial documents and helps reduce manual entry errors or discrepancies when associating additional charges with residents.

What is a billable extra?

A billable extra is any additional service offered by the care home that is not included in a resident's standard care package and is charged separately.

Examples include:

Hairdressing
Chiropody
Massages
Taxi rides

How to create a global billable extra

To create a new billable extra:

Navigate to the Invoices & Accounts dashboard.
Select a location.
Click the Billable Extras tile.
Select Manage Billable Extras.
Click Create New Billable Extra (yellow plus sign).
Complete the Create Billable Extra form populating the fields below:

Field	Description
Name	The name of the billable extra. This will appear on the financial document. Use a clear, descriptive name.
Description	Optional - Used for internal use only and is available for exporting.
Nominal Code	The financial nominal code to associate with this extra.
Default Price	An optional pre-set price that will auto-populate when added to a resident profile.
Price is inclusive of tax or Price is exclusive of tax	Select whether tax should be added on top or included in the total price.
Tax Rate	The percentage of tax applied to the billable extra.
Tax Code	The code is associated with the tax category for this item.

After creating a global billable extra

Once saved, the billable extra will be available for selection when associating billable extras with a resident profile, streamlining the process of charging for additional services.