Using GoldFynch's Bill Back feature, you can create entries for your clients and assign cases in the Organizations to them. You can then directly generate invoices using the case's billing amount, optionally adding custom fees/charges to them as either as a fixed amount or a percentage of the invoiced amount.


Adding a client

Step 1. On the 'Bill Back' tab, click on the '+Add Client' button. 


Click on the add client button on the billback tab

Step 2. Enter details about your client then, click on the 'Save' button.

Enter your client's details

Managing client invoicing


Editing client details

Click on the 'Edit client settings' button to edit any of the details you entered while creating the client's entry.


Assigning cases to a client

Step 1. On the 'Bill Back' tab, click on the '...' button against the client

Step 2. Click on the 'Edit cases' option in the pop-up menu

Step 3. Check the checkbox next to one or more of the cases

 


Step 3. Click on the 'Save' button


Note: 

  • If you don't see any entries on this page, it means you have not added any cases to your organization yet. 
  • Only the owner of the organization can add cases to the organization.

Viewing and downloading invoices

On the Bill Back tab, click on the '...' button and then click on the 'Monthly invoicing' option.


Click on the monthly invoicing option in the popup menu

From here you can: 

  • Click on the < and > arrows to scroll through monthly invoices
  • Click on the 'Copy to Clipboard' icon to copy a plain-text version of the invoice
  • Click on the 'Download invoice' button to download a copy of the invoice that is currently being displayed (it can be the current month or one of the older invoices).
    View older invoices or copy text version of invoices or download invoices

Alternatively, you can download the latest month's invoice by clicking on the 'Most recent invoice' option on the pop-up menu displayed in the bill back tab.


Adding and managing custom fees/charges

Step 1. Click on the 'Fees and charges' option in the pop-up menu



Step 2. Click on the 'Add Fee/Charge' button

 

Step 3. From the drop-down menu, select either 'Fixed Amount' or 'Percentage of Invoiced Amount' 

Select if its a fixed amount or a percentage of the invoiced amount

Note: The invoiced amount here is the total billed amount of all the cases assigned to the client.


Step 4. (optional) In the text box against the entry, enter what the fee/charge is for.

Step 5. Enter a fee amount or percentage

Step 6. (optional) If you want the fee/charge to be hidden, check the checkbox

Step 7. Click on the 'Save' button once you are done with your changes

Click on save to save the fees and charges


To delete a fee/charge entry, click the trashcan icon next to it.


Note: Editing or deleting a fee/charge will affect past invoices and will make the same changes to any invoices of previous months that you view/download through the system.

Bill back settings - adding Organization details

To add organization details for your bill back invoices:


Step 1. On the Bill Back tab, click on the 'Bill Back Settings' button

Click on the bill back settings option in the right corner

Step 2. Enter your details

Step 3. Click on the 'Save' button

Entering organization details 

Note: Adding an organization name in this manner will override the organization's displayed name in GoldFynch.