How to set up payment instructions for invoices from a care location
To help billing parties pay invoices you generate for care or resident expenses, CareHQ allows you to set payment instructions specific to each location which will be included on any invoices raised.
This article covers how to set or update invoice payment instructions for a care location.
If you require most billing parties to pay in a similar way, you can add instructions to the Default payment type and this may generally be enough, though the other types can be used if you need to include more specific details.
How to set payment instructions for invoices from a location
To add or update payment instructions for a care location, an Account owner user should follow these steps:
- Select Locations from the main navigation menu, then select the location you wish to amend.
- Select the Finance settings tab for the location.
- Select the Update action from the top of the page.
- Scroll down to the Payment instruction section and select the Payment type you wish to add instructions to.
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Enter the necessary details into the Payment instructions text area to determine what will be shown on invoices for your chosen payment type.
- If you wish, you can select another Payment type and add further Payment instructions for that method.
- Select Save to confirm and store your updates.
Resident expenses invoices may require unique payment instructions, so even if you use the Default payment type to cover most cases, it's also worth considering adding instructions to the Expenses payment type.