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.
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Case notes and billing
How to run a billing cycle
Use billing runs, billing periods, unbilled summaries and exports to complete a repeatable finance workflow.
Finance users, owners and admins
20 minutes
App area: /dashboard/billing
Before you start
Check these items before changing participant, billing or compliance records.
- Agree the billing date range.
- Make sure coordinators have finalised notes for the period.
- Confirm plan manager and self managed contacts are current.
Steps
Follow this workflow.
2
Check exceptions before generating
Look for missing support items, missing billing routes, draft notes, inactive plans and participant records with incomplete billing details.
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.
4
Export and send
Use NDIA CSV, Xero CSV, PDF invoices or plan manager exports according to the funding route.
5
Record status and reconcile
Mark sent, paid or cancelled as invoices progress. Keep notes about rejected lines or billing corrections.
Expected outcome
Your finance workflow is repeatable, reviewable and grounded in finalised participant work.
Related CordoCare guides
How to generate NDIS invoices
Create invoices from finalised case notes, review line items, send PDFs and export billing files.
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 track NDIS plan budgets and utilisation
Check budget health, burn rate, category usage, remaining funds and plan review risk in CordoCare.
Related feature pages
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