When some clients were not billed or some caregivers not paid, the run most likely started before every visit in your dates had loaded. Billing and Payroll bring a period's visits in over a few seconds, and a run includes only the visits on the page. AveeCare now stops Create invoices and Run payroll with a red warning while visits are loading: wait and the run continues on its own, or tick that you understand and run on what is there.
Step by step
- Pick your dates and wait for the table to finish counting the visits.
- Tick the rows you want, or use "Select all ... visits matching the current filters".
- Press Create invoices or Run payroll.
- If the warning appears, wait for it to continue, or tick that you understand and run anyway.
- After the run, check what it says was left out. "Invoice the rest" or "Pay the rest" finishes them in one step.
Good to know
- Left-out visits are still in AveeCare: Visits a run did not include stay ready. Run again for the same dates and only the visits not done yet are invoiced or paid.
- Turning it off: An owner or admin can turn the warning off in Settings, Payment Integrations: "Stop a billing or payroll run until every visit has loaded".