How do I add a billing premium unrelated to a visit?

In certain situations, you may need to offer a premium service that is unrelated to a visit for the client. For example, if you assist with transportation on behalf of the client and it isn't an employee (.e.g., taxi, Uber, Lyft), then a billing premium will be your best method.

First, start at the client's profile screen.

1. Click the "Accounting" tab
   
   
   
   
2. Click "Billing Premiums" on the left sub-menu
   
   
   
   
3. Click the "+ Create Premiums" button on the right
   
   
4. Next, enter the name and date of the event 
   
   
   
   
5. Enter the funder information and the premium code. In this example, we're using Mileage.
   
   
   
   
6. You may click the "Override quantity rate" checkbox to enter your own information, if necessary:
   
   
   
   
7. Finally, enter your frequency. Since this event only happened once, we're assigning it a repeat of "1 Day"
   
   
   
   
8. Click Save

The billing premium will appear on the invoice generated for that period.