The cost calculator feature on service agreements are a way of recording invoices paid against a package where payment is made outside of the system.
It is important for ICB’s to be able to fully report on financials, which means payments which are made outside of the system are displayed on the system for accuracy of comprehensive reports.
⚠️Important: The support team are unable to amend service receipts generated from the cost calculator. The client is required to amend the receipts themselves by using the cost calculator feature.
Create a new service receipt
When an invoice has been approved for a package, it needs to be logged on CMS. In order to do this, you will need to create a new service receipt using the cost calculator tool.
Follow these simple steps to action this:
Locate the service agreement.
Click the Actions button on the top left, and then click Cost Calculator.
Enter the From Date and To Date that you are looking to pay the provider for.
If required, select the check boxes for weekend days and bank holidays to be included in the calculation.
Ensure that the correct rate type is entered in the Rate Types section.
Click the Generate Cost button to calculate how much you need to pay the provider.
Click Create New Service Receipt, if you are happy with the estimated cost.
Enter the Supplier Invoice Reference and Supplier Paid Date.
Enter a Description and then click Finish.