Differences

This shows you the differences between two versions of the page.

--- pay_and_charge_rules [2017/10/23 12:06]
cfadmin
+++ pay_and_charge_rules [2017/11/23 14:24] (current)
@@ Line 47: / Line 47: @@
 {{:edit_rules_or_defaulthr.png |}} Again press the new button, instead of a popup box this time you will see the list with the 1 to 7 rules have become available. You are now able to create the rules needed for your business.
+__**Looking at charge rules**__
+The good news is that once you know how to add the pay rules, then you also understand the charge rules because they are exactly the same.
+Take a look at this screenshot:
+{{:charge_setup.png|}}
+  - This time we have moved from pay to charge, and we need to add rules which will deal with invoicing our clients
+  - This is the contract level selector, you might charge/receive more from certain contracts.
+  - Since we are on the private contract type, then we get the individuals which have that contract type associated, for a social services type contract instead of client names you would see contract name i.e "Somewhere Social Services". What you don't see in the screenshot is the option to choose "**all private**" or "**all social services**" so if your rates are the same across the board there is no need to add rules for every individual.
+  - This is the problem penny and you will still enter 0.01 pence. Its used exactly the same as with pay to catch problems with the rules.
+  - The rules, again exactly the same as pay. The rules to the right are also exactly the same as above.
+__**A word on ordering**__
+You will notice in the last screenshot at option 6 we have some ordering buttons. These buttons are really important to the flow of execution. (the order in which rules run)
+The screenshot actually shows an incorrect assignment because "Sleepin" is below the "Normal Rate". What you would have here is the CareFree system reading the "Normal Rate" value and then adding up the time our Carer was on site, then charging hourly for the time they were there back to the client, when in fact what we wanted was for the client to be invoiced a flat rate of £70.
+Due to the flow of execution, the rules would have stopped processing when the system read a rule which worked for the situation. The general rule of thumb is to always have rules with ticks enabled above any which don't, and typically the default hourly rate or "Pro-rata" rate usually doesn't have any ticks applied.
+Ordering is also important for pay for the same reasons, anything which requires enhancements to be paid like unsocial hours must be read before the last default hourly rate.

CareFree Knowledge Base

User Tools

Site Tools

Differences

Page Tools