Ideas
+2
Credit Card Fee
Please add the ability to add a credit card fee. For example, under the payer when entering the information, have a checkbox to turn on or off and when you create an invoice it auto-calculates that fee we specify in settings (i.e. 2%). Currently, I have to go through and add an expense, and it looks strange attached to that specific shift on the invoice. I also think it is hard to remember all the time to do and is time consuming. Our other system allowed this feature, and it made it so easy.
Customer support service by UserEcho
I fully agree there should be the ability for the system to calculate and add a credit card fee, Bank Fee, or other standard fees. As you are setting up the fees you should have the option to choose a percentage or a fixed (daily, weekly, monthly, per invoice) rate.
What we are currently doing as a workaround is factoring in the credit card fee and adding it to the billing rate. We then document this with the client in the admission paperwork. i.e. the bill rate is $40/hour, then the credit card fee is $0.80/hour and we bill the client $40.80/hour. In the admission paperwork the client signs it shows this calculation and that the final bill rate will be.
For other fees that are billed on a flat rate like, we created a fake service named something like "Other Fees" we then created a single 15-minute weekly recurring schedule with a bill rate of $0.00 and attach any recurring expenses to that schedule. Then, at least on the invoice the expenses show up under a single "Other Fees" line item.
This is still a little clunky, but it is better than the fee showing up under a specific shift. The draw backs is it will throw off any of your hours reports by 15 min.
Ultimately, there needs to be a way to add fixed and percentage recurring fees that are automatically generated on the invoice.
Great, thank you for this. I do like that idea of adding to the hourly rate. I would definitely like the option from CareSmartz in the future to just check a box and it auto adds this when creating the invoice if needed. But for the time being, thank you for this insight on how you do it! This is helpful and much appreciated! It's nice to get other idea's for workarounds.