Permissions: You must have Billing Permissions.
In My Clients Plus, you can bill by Service Rate or by Income ("sliding-scale" based on Service Rate and Client Income).
You can override the default Service Rate or Income Based Rate on a per Client basis. This override amount will be charged no matter what the Service Type and Client Income is.
- Click Clients in the navigation bar, then select All Clients from the drop-down.
- Click on appropriate Client.
- Scroll to Income/Payment section.
- If you bill by Income and there is an Annual Family Income entered, the Set Payment Amount will default to a set payment based on the "sliding-scale."
- Enter desired amount in Set Payment Amount field, this will override the the Income based and Service Rate amount.
- Click Save.