Billing Overview

With Generations you can dramatically streamline your billing process. The basic steps are:

1. Create schedule and confirm schedule. Run the Unconfirmed Shifts Report.
2. Create Timesheets
3. Edit Timesheets if required.
4. Review a billing or payroll report.
5. If there are errors in the report, correct them in Generations.
6. Transfer the data elsewhere - to QuickBooks, Paychex, ADP, or other.
7. Process the information once transferred.

Review these steps in more detail with Billing and Payroll in Detail.

Videos

• Multiple Payors (see Multiple Payors Overview)
• Advance Billing
• MAS90 Accounting Export (MAS90 is now known as Sage 100 Accounting Software)
• CMS 1500 (see CMS 1500 Overview)

Sending Invoices to QuickBooks Desktop. You can also send invoices to QuickBooks Online, and we'll eventually add a video for that.

Watch a video about Generations Invoices and Estimates.

Learn about the Billing Export.

Learn about billing reports.

Data Flow

• View a visual representation of how data for billing and payroll moves through Generations.
• View a visual representation of how Advance billing works in Generations.

Billing Interfaces

• Any supported edition of QuickBooks (Pro or higher) including QuickBooks Online. QuickBooks currently supports the last 3 versions.
• CMS-1500 and the electronic version called an 837p
• UB04 and the electronic version called an 837i
• Billing Export for MAS90, a variety of state specific programs, and reporting purposes.
• Generations Invoices and Estimates
• Michigan Medicaid Waiver Form