Prevent missed practitioner charges on payroll invoices

Billing specialists miss unpaid practitioner charges at appointment start, causing payroll invoices to omit items. It adds payments to invoices and marks them paid, ensuring payroll-ready invoices.

Overview

Missed practitioner charges create payroll inaccuracies and compliance risk for finance. This workflow consolidates unpaid custom payments into practitioner invoice sheets and marks records paid, eliminating missing line items and producing payroll-ready invoices.

Notable Features

Append unpaid charges to invoices
Mark source records as paid
Format invoice rows for payroll