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Set up invoicing

For Manager, Owner

  1. Open Fees & invoicing and tap Change the invoicing cycle.
  2. Choose the invoicing cycle and the payment terms. For a 4-weekly cycle, give the date a period starts on.
  3. Tap Save.

Only people with money access see fees and invoicing.

When it’s done

“Invoicing settings saved”. This period shows the new cycle.

If it doesn’t work

  • You can’t open Fees & invoicing: you need money access. Ask the Owner.
  • It didn’t save: reload the page and try again.
Fees & invoicing, with Change the invoicing cycle.
CareRecorda · For CQC-registered care homes in England
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