Before you can create an invoice for a participant, you must designate at least one Payer on the participant record.
- From the menu to the left, click Accounting.
- Click Accounts. The Account Details page opens.
- Select a participant. The Participant Account Details page opens and displays information for the last participant you viewed.
- Click the drop-down menu at the top of this page to select the participant for whom to add a payer.
- Click in the Contacts section to the left. If you are updating an existing contact, select the contact from the Contacts section to the left.
- In the Contact Details section, check the Payer of Invoices for Participant Care box. If you are entering a new contact, complete the contact's details.
- Click Save.
- To send a welcome letter to this payer, click the Actions drop-down menu and select Send Welcome Letter.