Every kind of work has a pay and bill code with two separate rates. What the caregiver earns (labeled Default caregiver pay) is what you pay the caregiver for that work, hourly, per visit or salary. What the client is charged (Client rate) is what goes on the client’s invoice, hourly, per visit or as a flat fee. The difference between the two is your margin. Set both under Settings, Payroll, Pay & Bill Codes. A single caregiver can be paid a different rate on their own Payroll tab, and a single client can be charged a different rate on their Billing tab.
Step by step
- Open Settings and the Payroll tab.
- Find Pay & Bill Codes and open a code, or add one.
- Under What the caregiver earns, set Paid as and the Default caregiver pay.
- Under What the client is charged, set Billed as and the Client rate, and save.
Good to know
- Used for lets a code be Pay and bill, Pay only (vacation, admin time) or Bill only (charged but not paid to a caregiver).