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Billing and payroll

Home Care Billing and Payroll Software

The short answer

Hailo bills clients and prepares payroll from the same approved visits, so the hours you invoice are the hours you pay. Billing groups approved visits by client and billing cycle, prices them from each client’s rates, and lets you email an invoice, charge a saved card or split it with another payer. Payroll adds up regular time, overtime and reimbursements for each pay period and exports the run for ADP, QuickBooks Payroll, Paychex Flex or a direct deposit file.

Your agency, connected.

From completed visits to billing and payroll.

  1. Visit completed · Priya S.

    4:02 PM

    With Mr. Chen · 12:00 to 4:00 PM

  2. Care notes logged

    4:05 PM

    Meal prep, mobility support, medication reminder

  3. Visit hours

    4:06 PM

    One visit supplies the hours for billing and payroll

    BillingMr. Chen

    4.0 billable hours

    DraftReady to invoice
    PayrollPriya S.

    4.0 payable hours

    DraftReady for payroll
Needs your approval

Review Priya’s visit hours

ReviewApprove hours
Billing

Invoices from approved visits.

Billing starts from the same approved visits as payroll. Hailo groups them by client and billing cycle and prices them from each client’s rates.

  • Ready to invoice lists the approved visits not yet billed this cycle
  • New invoice for one client, or Invoice all to go through every client
  • Split an invoice between the client and another payer
  • Email it, charge a saved card, or save it without sending
  • Record checks and transfers; Unpaid and Paid show where each invoice stands

Billing · This cycle

  • Invoice sent · Robert DavisSent
  • Saved card charged · Chen familyPaid
  • Split with a second payer · MartinezDraft
  • Check recorded · NguyenToday
Payroll

Payroll from the hours you checked.

Payroll is built from approved visits only. Hailo adds up regular time, overtime and approved reimbursements for each caregiver.

  1. 01

    Pick the pay period

    The period bar shows the current period from your pay schedule.

  2. 02

    Check each caregiver

    Hours, overtime and gross pay; Needs review shows anything to check.

  3. 03

    Add pay items

    A bonus or other one-off item for this period.

  4. 04

    Run and export

    Preview the run, export it, and its visits lock so nothing is paid twice.

Payroll · This period

  • Priya S. · regular and overtime hoursReady
  • James T. · visit waiting for approvalReview
  • Bonus added as a pay item · Nora K.Added
  • Run exported for ADP RUNLocked
Exports

The file your payroll provider takes.

Hailo prepares payroll; your provider or bank pays it. Each run exports in the format you pick.

  • CSV
  • ADP RUN
  • ADP Workforce Now
  • QuickBooks Payroll
  • Paychex Flex
  • Direct deposit (NACHA) file
FAQ

Questions agencies ask.

Still wondering about something? Email sales@hailoagency.com

  • Does Hailo run payroll?

    Hailo prepares payroll for you to review and export; it does not pay caregivers itself. Each run exports as a CSV, ADP RUN, ADP Workforce Now, QuickBooks Payroll, Paychex Flex or direct deposit (NACHA) file for your payroll provider or bank.

  • Which visits end up on invoices and payroll?

    Only approved visits. Visits still waiting for approval stay out of billing and payroll until your office approves them, so you never bill or pay hours nobody checked.

  • Can an invoice be split between payers?

    Yes. Each invoice can be split between the client and another payer you add under Payers.

  • How do clients pay?

    Email the invoice or charge a card saved on file. When a check or transfer arrives, record the payment on the invoice, and Unpaid and Paid show where every invoice stands.

  • Can the same visit be paid twice?

    No. Once a payroll run is exported, it is saved in History and its visits are locked, so the same work is never paid twice.

  • How much does Hailo cost?

    Hailo plans are monthly, with every feature included, and are priced with each agency on a short call. Billing and payroll are part of every plan.

Less time on admin.
More time on care.

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A 30-minute walkthrough focused on your agency’s needs.