Before you start
- Agree the billing date range.
- Make sure coordinators have finalised notes for the period.
- Confirm plan manager and self managed contacts are current.
Step 1
Open Billing
Go to Billing and review overview, generate, runs and routing tabs. Start with the unbilled summary so you know what is ready.
Step 2
Check exceptions before generating
Look for missing support items, missing billing routes, draft notes, inactive plans and participant records with incomplete billing details.
Step 3
Generate invoices for the period
Use the selected date range and funding type to generate invoice drafts. Review samples before generating a large batch.
Step 4
Export and send
Use NDIA CSV, Xero CSV, PDF invoices or plan manager exports according to the funding route.
Step 5
Record status and reconcile
Mark sent, paid or cancelled as invoices progress. Keep notes about rejected lines or billing corrections.
What you should have now
Your finance workflow is repeatable, reviewable and grounded in finalised participant work.