1
Open invoice generation
Go to Billing or Invoices, then choose Generate. Select the participant, date range, funding type or billing period as needed.
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Case notes and billing
How to generate NDIS invoices
Create invoices from finalised case notes, review line items, send PDFs and export billing files.
Finance users, owners, admins and managers
12 minutes
App area: /dashboard/invoices/new
Before you start
Check these items before changing participant, billing or compliance records.
- Confirm the case notes are finalised and billable.
- Check participant funding type and billing route.
- Make sure organisation invoice details and price guide settings are correct.
Steps
Follow this workflow.
2
Review unbilled case notes
Check each proposed invoice line for service date, support item, activity, quantity, rate and participant. Exclude anything that should not be invoiced yet.
3
Generate the draft invoice
Create the invoice and review the draft. Confirm invoice number, recipient, participant, line item dates, totals and tax treatment.
4
Send or export
Send a branded PDF invoice, export NDIA bulk CSV, export Xero CSV or use the required plan manager/self managed process for the participant.
5
Update invoice status
Mark invoices as sent when issued and paid when funds arrive. Only cancel or delete according to your organisation finance process.
Expected outcome
Invoices are generated from real service records and can be sent, exported and reconciled.
Related CordoCare guides
How to run a billing cycle
Use billing runs, billing periods, unbilled summaries and exports to complete a repeatable finance workflow.
How to configure billing routes and plan managers
Set funding type, billing contact, plan manager details and invoice routing so invoices go to the right place.
How to finalise, amend and bill case notes
Move case notes from draft to finalised, keep an audit trail and make notes available for invoicing.
Related feature pages
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