Adding WINZ details to an account and applying it to the Invoicing
Watch this quick video https://youtu.be/dFqo4mh21BY or follow the steps below
Select a child account and navigate to Accounts and fees tab – WINZ section
Make sure that the client number, number of authorised hours, effective start date, the relevant subsidy rate and the payment amount approved by WINZ has been added to the account.
Once this is done, go into your fee setup and add the details that you normally would and enable the WINZ checkbox.
Please note – the effective start date selected here has to be aligned with the WINZ effective start date entered previously. This date should be on or after the WINZ effective start date.
Once you select the WINZ option, the effective amount values will be calculated by the system and displayed to you accordingly.
If a discount needs to be applied then enter it now. The system will now show you the effective amount that’s recalculated after deducting the discounted value.
Make sure that the recurrence pattern is selected correctly and save it.
Follow the same set up process when adding WINZ to hourly fee set up, here you would simply enable the WINZ checkbox and apply the changes.
Invoicing when WINZ is enabled
The system will now create two invoices
One invoice for the regular Payee. This invoice can be reconciled when the fee payment is made by the parent.
Second invoice with WINZ as a Payee to allow for WINZ payment reconciliation separately.