What does the Billing app open on?

On its dashboard: the months still waiting for a step, the accommodation invoices from draft to bank, and buttons to the billing periods, absences and supplements.

How do I create a billing period from the dashboard?

Click the + (New) button and choose Billing period. You can also click New in the list of billing periods.

What does the badge on Billing periods count?

The months still waiting for something: to generate, to invoice or to close. A closed month is not counted.

Why are “Paid, not on the bank yet” and “On the bank account” separate?

Because a registered payment is not money received yet. An invoice moves to “On the bank account” only once its payment meets the bank statement line.

The billing dashboard¶

The Billing app opens on a dashboard that answers the question of the day: which month needs something, and where the money stands.

In Belgium

The app is called MR/MRS Billing, and the dashboard adds the health insurers’ cards: the eFact Cockpit, what is still to invoice to the mutualities, the insurability checks and the eAgreement requests. See Billing a month in Belgium.

The buttons next to the title¶

Billing periods — one card per month, each with the button of the step it is waiting for (Generate the period, Create the invoices, Close the period). Its badge counts the months still waiting for a step.
Absences — the list of absences.
Resident supplements — the recurring supplements of all residents.

The Billing Lines list is in the menu: Billing → Facturation → Billing Lines.

Accommodation billing¶

A row of figures follows the residents’ invoices, step by step. Each figure opens the invoices behind it.

Figure	What it counts
Months to bill	The billing periods waiting for a step.
Invoices to validate	Resident invoices still in draft.
Invoiced, not yet due	Posted, unpaid, due date not passed.
Overdue	Posted, unpaid, due date passed.
Paid, not on the bank yet	A payment is registered, not yet matched with the bank statement.
On the bank account	The amount actually received.

These figures cover what the residents and their debtors are billed. Where a country bills the health insurer, its flow has a row of its own.

Create in one click¶

The + (New) button offers the three things entered during a month:

Absence;
Resident supplement;
Billing period — the month to open.

The side panel¶

The button on the left of the title opens a side panel:

The months — the last six billing periods, with the step each one is waiting for. A click opens the period.
Arrivals and departures this month — who came in and who left, with the date and the reason. These are the stays that make a month’s lines prorated: read them before generating. A room change is not listed.
Shortcuts: Unpaid invoices (with their number) and, for managers, Billing rates, Supplement types and Absence discount rules.