If you've created an invoice in ClickClaims and the expected vendor bill(s) didn't generate with the invoice or didn't generate properly, it's probably due to a configuration issue within your Accounting module that either remains an issue or was an issue when the invoice was created.

Possible Causes:

1. Billing Rate Sheet (BRS): One or more of the invoice’s associated Line Items don’t/didn’t have one or more of the relevant commission field(s) – “Adjuster;” “Admin”; “Other” - properly configured in the BRS before the invoice was created.
2. Products & Services Item (PSI): One or more of the invoice’s associated PSIs don’t/didn’t have the “Vendor Pay” field checked within the applicable PSI record before the invoice was created.
3. Commission Field in User Profile Record:  The applicable commission field(s) – “Adjuster;” “Admin;” “Other” - in the record of the user(s) being reimbursed on the invoice in question don’t/didn’t have the relevant commission field(s) populated correctly before the invoice was created.

First, Obtain the Following Information from the Invoice in Question:

1. Name of all reimbursable Products & Services Items (PSIs) associated with the invoice.
2. Name of all reimbursable Line Items (LIs) associated with each of those PSIs.
3. Date & time the invoice was created.
4. Name of the adjuster associated with the invoice and, if applicable, any other party for whom a related vendor bill should have been generated.
5. Name of the Billing Rate Sheet (BRS) used to generate the invoice.

Next, Perform the Following Actions:

1. Open the Billing Rate Sheet (BRS) used to create the invoice and correct it if needed:
   1. Edit each applicable/reimbursable Line Item (LI) and confirm the commission configuration within the applicable commission field(s) – “Adjuster;” “Admin;” “Other” – is accurate. If not, correct the issue and save the changes.
      1. If “User Profile” is set for one or more of the commission fields within the BRS, navigate into the pertinent user record(s):
         1. Review the appropriate commission field(s) – “Adjuster;” “Admin;” “Other” - to ensure a percentage is properly entered.
         2. If the commission is currently correct, click the “View Change Log” button to view the record’s history for the commission field(s) and ensure that the appropriate commission rate existed within that field before the invoice was created.
            1. If it was not correctly populated at the time of the invoice creation, but is correct now, leave the record as is.
      2. If “Billing Rate Sheet” is set within the LI in question instead, ensure there’s a percentage in the applicable commission field(s) of that Line Item (“Adjuster;” “Admin;” “Other”).
         1. If not, populate the appropriate commission field(s) and save the change(s) to the BRS.
      3. If the commission is properly configured now, click the “View History” button within the BRS to check the history and ensure no one made changes to the commission field(s) of the applicable LI(s) between now and when the invoice was generated.
         1. If it was not correctly populated at the time of the invoice creation, but is correct now, leave it as is.
2. Navigate into each of the invoice’s applicable Products & Services Item (PSI):
   1. Ensure the “Vendor Pay” field is enabled.
      1. If not, check the field’s checkbox and save the change made to the PSI.
      2. If the field is checked within each applicable PSI, leave it as is.

Results:

1. If an Accounting module configuration issue was found while performing one or more of the above steps, an authorized user must resolve those issues first. Once the configuration is corrected, or if the configuration is correct now, but wasn’t before the invoice was created, an eligible user must perform one of the following steps:
   1. When in “Draft” Status: Delete the draft and create a new one ensuring the vendor bill will properly generate before advancing the draft to an invoice. (See below for instructions on how to check while in the “Draft” status.)
   2. When in “Invoiced” Status: Void the original invoice and create it again, or  
   3. When in “Invoiced” Status: Leave the original invoice as is, create a new, duplicate invoice to generate the vendor bill, and then void the newly created invoice w/o voiding the associated vendor bill(s) so that you now have an accurate invoice and accurate vendor bill(s) – though please note that the vendor bill(s) won’t be associated to the original invoice.
      1. If the vendor bill still doesn’t generate, repeat the original steps again by returning to the “First, Obtain the Following Information from the Invoice in Question” and “Next, Perform these Actions” sections above and double-checking your configuration.
         1. To Confirm the Vendor Bill Will Generate While In the "Draft" Status:  After clicking the “Calculate” button on the claim’s “Billing” tab, review the table within the “Invoice Line Item Totals” section.
            1. If there is a dollar amount shown under the “Amount” column only, then only the invoice will create when you click the “Save Draft” button. The “Amount” column reflects the invoice amount. The other columns are related to the vendor bill(s).
               1. If there is a dollar amount under the “Adjuster,” “Admin,” and/or “Other” columns, depending on which of the three commissionable parties you’ve opted to reimburse for the invoice you’re creating, the vendor bill(s) will generate with the invoice once you click the “Save Draft” button. The “Adjuster” column reflects the amount for the vendor bill(s) associated with the “Adjuster” commission field. The “Admin” column reflects the amount for the vendor bill(s) associated with the “Admin” commission field. The “Other” column reflects the amount for the vendor bill(s) associated with the “Other” commission field.
                  1. If you expect to see a vendor bill for one or more of these parties and don’t see an amount (or don’t see the correct amount) under the applicable column, something is still not configured properly within the Accounting module based on the invoice you’re creating.  
      2. If you still find no issues after double-checking the Accounting module’s configuration and the related vendor bill(s) still don’t generate properly, please submit a help desk ticket to ClickClaims Support for further investigation.