Before you start
- 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.
Step 1
Open invoice generation
Go to Billing or Invoices, then choose Generate. Select the participant, date range, funding type or billing period as needed.
Step 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.
Step 3
Generate the draft invoice
Create the invoice and review the draft. Confirm invoice number, recipient, participant, line item dates, totals and tax treatment.
Step 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.
Step 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.
What you should have now
Invoices are generated from real service records and can be sent, exported and reconciled.