Products
Products are used to determine the hourly rate of your client visits for their invoices. NurseBuddy will automatically calculate the 30 or 45 minute rate from the hourly if visits are shorter.
Go to Settings > Invoicing> Products to configure these.
Just select "Add new product" to create new ones, you can have as many as you need.
1- In General Info write the name of your product: i.e Personal carer, Enabling, Dementia care, Domestic work, etc. The rest of info like VAT, Rounding and billable time rates can be left blank or as they are since they are not mandatory.
2- In Rates and Times you can then fill in different hourly rates for different times of day, weekends or holidays. This helps if you do the same type of visit throughout the week but charge different rates.
3- Once you've inputted your different rates into the coloured tabs, you can apply these rates to the table below. Just select the rate you want then click, hold and drag your cursor over the times you wish to apply it too.
Note: If you have a flat rate for the 24h and 365 days for a specific rate plan you can set only one tab and delete the rest of them after saving the changes and re open the product. Be aware that you might still need to add a rate for Holidays.
4- You can then set the product type when creating a visit in the client calendar
Note: Nursebuddy works on hourly rates. If you have 45 minute rates that don't work out exactly as 75% of your normal hourly rate, you must set up a separate product and calculate the hourly rate from the 45 minute rate (for example, 45 minute rate divided by 3 multiplied by 4).
Invoice Contacts
Invoice contacts let you know who is the person or business you need to invoice for each client.
Go to Settings > Invoicing > Contacts tab > Add a new invoice contact
Fill out the pop up box and click Save. You can add as many as you need and add them to a visit in the client calendar.
Default Product and Invoice Contacts
If your client has the same product or invoice contact for most of their visits you can set default options as part of their client profiles.
These values will then be applied to every visit scheduled unless you put in different options when scheduling.
To set these default values select Client > Edit button > Service tab. Here you will see the option on the left hand side to fill out the preferred product and invoice contact.
