Navigate to the Pay Rates settings page Settings > Rostering > Finance
2. Turn on the toggle to activate pay rates
Once Invoicing has been enabled, you can add charge rates to each Service User's Care Package.
Navigate to Service User Profile > Care Package
Under Funding section, you may add funding information such as funding type, hours funded and the type of visit ratesTo add a charge rate, click + Add Charge Rate and select the visit type that the charge rate should apply to
3. Enter the charge rate that should apply to visits under this care package. You can choose from two types of charge rates:
GBP/hour ⏱️ : An hourly rate based on duration
GBP fixed 💷 :A fixed amount regardless of visit duration
4. Once you’ve added the charge rates to the care package, click “Save changes”
Configured charge rates are automatically applied to a service user’s visits based on the selected funder and visit type.
When setting up visit patterns, any matching charge rates will be displayed for the selected service user, funder, and visit type. Charge rates are also included in the Rostering History CSV export available from the Download Centre, making it easier to review and prepare invoicing information.