You can add fees to a client in CareBlox to ensure charges are set up correctly for billing and invoicing. This article guides you through adding a new fee, entering funding and invoice details, and confirming the information before saving.
Add a fee to a client
To add a fee to a client, follow these steps:
Log in to CareBlox and open the Clients module.
Click Clients and find the client in the list.
Click the £ (fees) icon next to the client’s name.
Click Add Fee, then click Next.
Check the Weekly Room Rate. If it’s correct, click Next.
Enter funding details
Complete the Funding Source form:
Select a Funding Source
Select a Funding Name
Select a Method
Enter the Weekly Fee
Enter the Fee Start Date
Click Next.
Enter invoice details
Complete the Invoice Requirements form:
Enter a Reference
Enter the Account Code
Enter the Nominal Code
Select a Billing Calendar
Enter the Name
Enter the Address
Enter a Phone number
Click Next.
Review and save
Check all details are correct. Click Edit if you need to make changes.
Click Save to add the fee.
📌Note: If the total fee is over £5,000, you must create multiple fees that add up to the required amount.