CaptionSync invoices are generated automatically based on the submissions submitted and completed during the month, and provide a breakdown of the costs billed. In this article we provide an overview of the structure of the invoice and the several features available.
This section displays the billing address and contact information provided in your account. To ensure your billing information is accurate, you can update this information before your invoice is issued via the Manage Organization feature.
In this section you will also find your PO number, if you are using Purchase Order numbers, as well as the Payment Terms, Due Date and the Address to send payments to.
Customer Added text feature:
You can use the Customer Added feature to include text in your invoice, such as invoicing codes, department name, processing instructions, etc. You can set a default text that will be added automatically when the invoice is generated or you can add the text after the invoice has been created:
- To set a default text, go to Settings -> Invoices in your CaptionSync account.
- To add or modify the custom text on an invoice that has already been generated, go to Billing -> Invoices, select the invoice of interest, then click on Add Custom Text.
Note that custom text can only be added to invoices generated after 6/6/17.
The Summary section displays the total hours for each service completed under Qty and associated hourly cost under Unit Cost.
The Description and Code columns work as a legend referring to each service requested during that month. You can find a description of the codes meaning in our Billing Codes article.
In this section, each submission is displayed on a line-by-line basis and provides the AST ID and username related to each line item. The Qty column gives the total duration of the submission in a per minute resolution, and the Code column shows all services delivered for a submission.
The Unit Cost reflects the sum of the costs for all services on that line item per minute, and the Extended column is the Unit Cost times the duration shown in Qty for that line item.
Please sign in to leave a comment.