How to manually charge a subsidy approval after the fact (if subsidy was missed)

If the subsidy was missed on the last statement, please follow these steps:

Step 1 – Create a manual invoice to Subsidy for the missed amount (reference the child with missed subsidy)

Step 2 – Create a manual credit to the Payer for the same missed amount as in the invoice to subsidy(reference the same child as in the invoice to subsidy)

To create a manual invoice to subsidy

1. Accounts Receivable
2. Billing
3. Create a manual invoice to the subsidy provider,
4. Make sure to reference the child,
5. Under “Lines”
6. click the + icon
7. in text box “Item” > Select the Subsidy item
8. Fill out the dollar amount missed
9. Click check mark to confirm,
10. Review information
11. Click the POST icon when to complete

To Create a Manual Credit to the payer

1. Accounts Receivable
2. Billing
3. Create a manual credit to the payer,
4. Make sure to reference the child,
5. Under “Lines”
6. click the + icon
7. in text box “Item” > Select the Subsidy item
8. Fill out the dollar amount missed
9. Click check mark to confirm,
10. Review information
11. Click the POST icon when to complete