Per Diem Payment Posting

Use the Per Diem Payment Posting form to post payments and adjustments to per‑diem invoices in a streamlined workflow.

Basic workflow

1. Search/Load Invoices: Search for per‑diem invoices and load them into the form.
2. Select Invoices: Choose the invoices you want to pay.
3. Enter Payment:
   • Total Amount: Enter one total to allocate across selected invoices (allocation follows your system’s settings), or
   • Per‑Invoice: Enter amounts directly in the grid on each invoice row.
4. Post Payment: Click Post Payment to apply.

Adjustments

• Adjust (batch): Click Adjust to bring the remaining balance to 0.00 for all selected invoices.
• Per‑Invoice Adjustments: Enter a specific adjustment amount directly in the grid to zero or reduce a single invoice balance.

More options

• Add Comments: Record internal notes for audit and follow‑up.
• View Associated Transactions: See all transactions tied to the selected invoice.
• Account Management: Open the client account to review full financial history and balances.

Best practices

• Reconcile totals before posting (total payments + adjustments should match remittance).
• Document any write‑offs/adjustments with clear reasons.
• Use per‑invoice entries for exceptions; use batch Adjust when policy allows uniform write‑offs.

Troubleshooting

• Invoices not showing: Check filters (client, date range, status) and confirm the invoices are per‑diem type.
• Residual balances: Use per‑invoice adjustments or the Adjust action to bring balances to 0.00 as appropriate.