Enhancement: Clear Billing Indicators for Line Items in Level Billing Visits
Shared by Product Team
• June 20, 2025
We’ve heard your feedback about confusion when visits include both Level Billing services and extra services billed separately. To bring more clarity and confidence to your invoicing, we’ve introduced line item indicators for all visits connected to a Level Billing agreement.
Here’s what’s new:
- 🔹 Clear Visual Indicators: Each service on a visit now displays whether it’s covered by Level Billing or will be invoiced separately.
- ✅ Dynamic Updates: Indicators adjust automatically based on the selected Level Billing agreement.
- 🗂️ Available When Needed: Indicators appear only when Level Billing is linked to the visit.
- 🔒 Controlled Visibility: Indicators are visible only to employees with permission to view prices — easily managed in Employee Login & Permissions under the Events & Calendar section.
Where you’ll see it:
- When creating a visit
- When viewing or editing a visit on the schedule
- On the visit detail view on the line items themselves
This improvement helps your team instantly see which items are part of the agreement and which will generate a separate invoice — no more guesswork!