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Client & payer registers

Payments made easy. For clients, payers & agencies.

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Get a 360° view of all your important receivables

Stay on top of client payments, balances, and more.

Comprehensive account register - CareSmartz360

Comprehensive account register

One place to track all your accounts & payments' status.

The Accounts Register provides a comprehensive overview of your key receivables, including total client payments, refunds, deposits, credit adjustments, and account balances, all at a glance.

Homecare Payer Management software - CareSmartz360

Detailed client payment history

View all payments made by the client in one place.

Easily access each client's payment details, including paid and pending amounts. Search invoices by date for efficient tracking and identify outstanding balances quickly. Click on invoice names for an up-to-date picture of the client's financial transactions.

Homecare Payer Management - CareSmartz360

Payment register by client

Specify payments and mode of payment.

You can enter payments for individual clients by selecting the client, then choosing the invoice and recording the amount paid. You can also add a note, perhaps to explain why payment wasn’t made in full, or to enter the check number for record keeping purposes.

Homecare Payer Software Solutions - CareSmartz360

Manage adjustments and refunds

Keep track of refunds and credit/adjustments with ease.

The system allows for recording invoice-specific refunds and credits/adjustments. The handy tooltip will help you make sure that you select the correct type to perform the function you want on the invoice.

Have a question?

You can mark credit/adjustments on the invoice or refunds if the situation warrants. This is done from the Payment Register by Client.

Yes, from the Adjustment Item Type dropdown, you can specify what the adjustment is for: Discount, Coupon, Deductions, Bad Debt etc.

Yes, the Receivable page shows Applied and Unapplied Deposits.

Yes, the Accounts Register has an option to filter payments by status: Paid, Not Paid, Partially Paid etc. so you can see with a single click those who haven’t paid their bills.

Yes, there is an option to export the Receivables list as an Excel file. This is convenient for printing out or if you need to do some further calculations.

Yes, you can. You can filter clients by Client Status-Active, Inactive, Staffed etc. This will help categorize payments.

We've just scratched the surface

Our users reported 95% customer satisfaction in 2023. Schedule a personal walkthrough to see CareSmartz360 in action.

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