To add a fee for a client in CareBlox, follow these steps:
Log in to the Clients module
Click Clients and locate the client in the list
Click the £ icon next to the client’s name
Select Add Fee and click Next
If the Weekly Room Rate is correct, click Next
Complete the Funding Source details:
Select the Funding Source
Select the Funding Name
Choose the Method
Enter the Weekly Fee
Enter the Fee Start Date
Click Next
Complete the Invoice Requirements:
Enter a Reference
Enter the Account Code
Enter the Nominal Code
Select a Billing Calendar
Enter the Name, Address, and Phone number
Click Next
Review the details and click Edit if changes are needed
Click Save to confirm the fee
📌Note: If the fee amount is over £5,000, you will need to create multiple fees that add up to the total amount.