Invoices

Features for invoicing

• Create and print invoices effortlessly with QuikPlan’s automated invoicing facility.
• QuikPlan integrates with accountancy programs with import features such as Sage.
• Save over 90% on administration time compared to traditional invoicing methods.  
• Set an invoice style preference for clients or for a group such as social services.
• Create invoices by month, weeks or by date range to suite any invoice period.
• Eliminate errors and save money by setting automated pricing criteria.
• Print invoices as .pdf and email them directly to the client or social services.

Automated invoice creation

Traditionally creating invoices has meant checking then copying information off timesheets, then working out the costs for each visit, then totalling up the visits and transferring this information to an invoice form. The manual method of invoice creation is not only very time consuming it can lead to errors as every time you transfer information from one place to another a mistake could be made.

Quikplan Schedule Expert will create your invoices with almost no effort from you both accurately and fast. As you work with your rotas, adding extra visits, cancelling calls and altering visit times, QuikPlan keeps track of the changes and adjusts the the invoicing information as you are working. All you need to do is check the care workers timesheets against the visits you have planned in QuikPlan and mark them complete. Marking visits complete is a simple process that takes very little time and when this is done all you need to do is select the period you want to invoice and the invoice group (the invoice group is who the invoice will be sent to i.e: private clients or social services) then click create invoices... Thats it! your invoices for that period are created and ready to print, it's that simple.

Detailed invoice

Condensed invoice

About invoice styles

Creating invoices

With QuikPlan Schedule Expert you can create invoices for any period such as date range, weeks, calendar month or even a selection of visits. There is no invoicing scenario that QuikPlan Schedule Expert can not handle. 

Invoice charges

QuikPlan Schedule Expert calculates charges shown on your invoices from services. Services represent the task you undertake for your clients and take into account what time of day or day of the year the task took place. By creating services and attaching charges to those service QuikPlan will automatically calculate your invoice values.

Editing an invoice

QuikPlan Schedule Expert gives you the option to cancel invoices like other invoicing programs but QuikPlan goes a stage further and allows you to edit existing invoices so they can be reprinted again. This is a useful feature if you only have the odd visit to edit. This maintains the sequence of your invoice numbers for easier accounting.