Billing settings¶
The Billing settings tab gathers the parameters that drive the billing of your nursing home: invoice generation, accounting journals and optional features. You configure them once, then they only change at the margins.
You will find them under Settings > Billing. The tab is only visible to the home’s managers.
In Belgium
The tab is called MR/MRS Billing and holds three more blocks: the INAMI Journal, the establishment’s Cc accreditation for the coma allowance, and the Katz activity assignee used after a long hospitalization. The eHealth certificate and credentials are set elsewhere. See Belgian settings and eHealth and eFact settings.
Automatic billing¶
This block decides how and when invoices are produced, and whether open periods keep themselves up to date on their own.
Setting |
What it does |
Recommended value |
|---|---|---|
Automatic billing |
Automatically generates the monthly stay invoices, without going through the manual cycle. Disabled by default. |
Depending on your organization; often left disabled in favor of the manual cycle (generate → invoice), which gives more control. |
Billing day |
Day of the month on which automatic invoices are generated (only visible if automatic billing is enabled). |
1 (start of the month) by default; adjust according to your organization. |
Automatic billing refresh |
Keeps every open period up to date as soon as any data changes: supplement, absence, end of stay, change of room or health insurer, mid-month admission. |
Enabled — recommended. |
Automatic refresh and the “Refresh” button
With refresh enabled, adding a supplement or an absence is reflected on the period on its own: you generally have nothing to do. The period’s “Refresh” button remains available for a full on-demand recalculation. See Bill a month.
Billing journals¶
The resident share (accommodation and supplements) goes into its own sales journal. Where the country has a care allowance paid by the health insurer, the country pack adds a second journal for that share, so each payer is tracked separately.
Setting |
What it does |
Recommended value |
|---|---|---|
Resident Journal |
Sales journal that receives the invoices for the resident share (accommodation and supplements). |
A sales journal of your facility, separate from the health insurer’s one when there is one (recommended). |
Facility-specific value
The journal depends on your chart of accounts. Choose an existing sales journal. Keeping one journal per payer makes reconciliation and per-payer tracking easier.
Optional features¶
An additional module is installed directly from the settings, by ticking a checkbox.
Setting |
What it does |
Recommended value |
|---|---|---|
Split billing (maintenance debtors) |
Splits the resident share of the monthly invoice among several debtors, each paying a percentage. Ticking this box installs the module. |
Enable it if maintenance debtors share the resident share. |
What the checkbox does
Ticking installs the module and unticking uninstalls it (Odoo convention). Once enabled, the split is configured per resident. See Maintenance debtors.
Absences¶
Absences are not configured in this tab. The discount granted for an absence is set under Billing > Configuration > Absence Discount Rules. Whether a day counts as a presence day is built in: a departure after noon or a return before noon counts as a presence day, unless the country pack applies its own thresholds. See Absences and hospitalizations.
Going further¶
Configuration — rooms, rates, health insurers, facility.