Cross-check client's billing information for accuracy
14
Approval: Client's Billing Information
15
Finalize the invoice
16
Send the invoice to the client
17
Confirm if the client has received the invoice
18
Track payment against the invoice
19
Record the invoice and payment in accounting system
20
Close the invoice process when payment is received
Review therapy session details
Review the details of the therapy session to ensure accuracy and understand the client's needs. This task is crucial in order to provide an effective therapy session and address any specific concerns or goals the client may have. It is important to take note of any important details discussed during the session.
Calculate total duration of therapy sessions
Calculate the total duration of all therapy sessions attended by the client. This will help determine the total amount of time spent on therapy and will be used in the calculation of the final invoice.
Approval: Session Duration Calculation
Will be submitted for approval:
Calculate total duration of therapy sessions
Will be submitted
Calculate Invoice based on rate and duration
Calculate the invoice amount based on the rate per minute of therapy sessions and the total duration calculated in the previous task. This task will provide the base invoice amount before applying any discounts or additional charges.
Apply any discounts or special rates
Apply any applicable discounts or special rates to the invoice amount calculated in the previous task. This may include special rates for bulk sessions, referral discounts, or any other discounts offered by the therapist.
Approval: Special Rate Application
Will be submitted for approval:
Apply any discounts or special rates
Will be submitted
Add any additional charges
Add any additional charges that may apply to the therapy sessions. This may include charges for specific therapy techniques, materials used, or any other additional services provided by the therapist.
Subtract any advance payments made by the client
Subtract any advance payments made by the client from the invoice amount. This will help determine the remaining balance due from the client.
Calculate total invoice amount
Calculate the total invoice amount after applying any discounts, additional charges, and subtracting advance payments made by the client.
Prepare draft invoice
Prepare a draft invoice with all the necessary details including therapy session details, calculated invoice amount, any discounts or additional charges applied, and any advance payments made by the client. This task is important to ensure accuracy and provide a clear breakdown of the invoice to the client.
Approval: Draft Invoice
Will be submitted for approval:
Calculate Invoice based on rate and duration
Will be submitted
Add client's billing information in the invoice
Add the client's billing information to the draft invoice. This includes the client's name, address, contact details, and any additional billing information necessary for invoicing purposes.
Cross-check client's billing information for accuracy
Cross-check the client's billing information entered in the previous task for accuracy. Ensure that all details are correct and properly formatted to avoid any issues with sending the final invoice to the client.
1
Yes
2
No
Approval: Client's Billing Information
Will be submitted for approval:
Add client's billing information in the invoice
Will be submitted
Finalize the invoice
Finalize the draft invoice by reviewing all the details including therapy session information, calculated invoice amount, any discounts or additional charges, advance payments, and client's billing information. This task ensures that the final invoice is accurate and ready to be sent to the client.
Send the invoice to the client
Send the finalized invoice to the client. Include the invoice as an attachment in the email and provide any additional information or instructions related to the payment process.
Invoice for therapy sessions
Confirm if the client has received the invoice
Confirm with the client if they have received the invoice. This will ensure that the invoice has been successfully delivered to the client's email address and they are aware of the amount due and payment instructions.
1
Yes
2
No
Track payment against the invoice
Track the payment received from the client against the invoice. This includes recording the payment amount, date of payment, and any additional notes or details related to the payment.
Record the invoice and payment in accounting system
Record the finalized invoice and the payment received in the accounting system. This will ensure proper documentation and reconciliation of the invoices and payments for financial reporting and record-keeping purposes.
Close the invoice process when payment is received
Close the invoice process once the full payment is received from the client. This indicates the successful completion of the invoicing process for the therapy sessions.
