Billing an intervention¶
Billing an intervention is a decision of the administration: by default, an intervention is only valued. When the home decides the resident pays for it, one click adds its cost to the resident’s monthly supplements.
Setting¶
In Helpdesk → Configuration → Helpdesk Teams, on the room maintenance team, under Rooms maintenance: Intervention Service Product. It is the service that carries the intervention on the resident’s envelope. WideCare provides one, Technical Intervention. It is set at installation on the room maintenance teams that had none; for a team you turn on later, choose it yourself.
VAT
The service product keeps the company’s usual sales taxes. On the resident’s envelope, the Resident Fiscal Position setting applies, as for every supplement: see Billing settings.
Bill the intervention¶
On the ticket, click Bill the intervention. WideCare adds one line to the resident’s supplement envelope:
the Intervention Service Product of the team;
the ticket’s reference and title as description;
the Ticket Cost as price.
The envelope then opens, and the ticket’s thread notes the billing. The Billed button on the ticket leads back to it.
The billing is refused when:
the ticket has no Resident;
the team has no Intervention Service Product;
the Ticket Cost is zero — add products, time or a vendor bill first;
the resident has no active stay, so no envelope can be opened.
Which month
The intervention goes on the envelope of the current month. When that month has already been invoiced, it goes on the next month still open, rather than being refused.
A cost that moves after billing¶
A timesheet added later, a vendor bill cancelled: the cost of the ticket moves. The billed line follows it as long as the month’s envelope is still open and the line has not been invoiced. Each change is noted on the ticket, with the old and the new amount.
Once the line is invoiced, or the month closed, the billed amount no longer changes: what the resident was charged stays as it was.