Invoices

All you need to know about ShiftCare invoicing from generating bulk invoices to exporting into XERO & MYOB.

25 articles in this collection
Written by Ian Deshays, Andrew, and Will Hughes

Labelling shifts that were cancelled

Choose to distinguish invoice line items relating to shifts that were cancelled but still billed

Written by Will Hughes
Updated over a week ago

Exporting invoices to QuickBooks

How to import invoices for QuickBooks or QBO

Written by Ian Deshays
Updated over a week ago

Reconcile invoices - mark invoices as paid via bulk upload

In ShiftCare mark invoices as paid

Written by Ian Deshays
Updated over a week ago

Invoice hours, mileage (KMs), expenses separately

Written by Ian Deshays
Updated over a week ago

Charging for Activity Based Transport

This article shows how you can charge for Activity Based Transport using the notional billing rate (charges are negotiated with the client).

Written by Andrew
Updated over a week ago

Client expense: charge clients for one-off invoice item

Add an expense to a client's billing which is unrelated to shifts

Written by Ian Deshays
Updated over a week ago

Getting started with invoicing

101 on creating invoices for the shift you provide to your clients and participants so you can bill them for the services

Written by Ian Deshays
Updated over a week ago

Invoice List Page

This is the page where you'll find invoices which have already been created

Written by Ian Deshays
Updated this week

Exporting invoices for your accounting platform for reconciliation

You can send the details of invoices created in ShiftCare to your accounting software for reconciliation

Written by Ian Deshays
Updated over a week ago

The price selected doesn't have a rate matching the shift time

Warning message: The price selected doesn't have a rate matching the shift time or Selected pricing is not compatible with the time range

Written by Ian Deshays
Updated over a week ago

Managing different billing or invoice contacts per participant

Invoicing plan managers, client or NDIS for single participant

Written by Ian Deshays
Updated over a week ago

Invoice default description item customisation

Invoice descriptions can be set with a custom default format, using useful tags to pull the appropriate data from ShiftCare

Written by Ian Deshays
Updated over a week ago

How to Display Bank Details for EFT on Invoices

A guide on how to add your bank details for EFT in account settings so they show up on your invoices.

Written by Ian Deshays
Updated over a week ago

Generate bulk invoices - all clients in a timeframe

In this article we will demonstrate how to create multiple invoices at once for a given period of time

Written by Ian Deshays
Updated over a week ago

Invoice issued notification

Automate sending invoices via email. Automatically send invoices to the billing contact once created

Written by Ian Deshays
Updated over a week ago

Void invoices

Learn how to void invoices - video and article

Written by Ian Deshays
Updated over a week ago

Display GST in Xero invoice export

Written by Ian Deshays
Updated over a week ago

Exporting invoices to Xero

Written by Ian Deshays
Updated over a week ago

Choose who the invoice is addressed to by default

Written by Ian Deshays
Updated over a week ago

Importing invoices into MYOB AccountRight

Understanding data setup so that invoices generated within ShiftCare can be easily imported into MYOB Account Right

Written by Ian Deshays
Updated over a week ago

Import NDIA/NDIS payment receipts

How to upload the remittance advice provided by the NDIS portal

Written by Ian Deshays
Updated over a week ago

NDIS Bulk Claim

Bulk claim for services provided through NDIA's PRODA portal using the invoices you have created.

Written by Ian Deshays
Updated this week

Calculate GST for mileage/expenses only

Written by Ian Deshays
Updated over a week ago

Generate invoices - through client billing report

Learn about invoice workflow from creating invoices to clearing them after payment is received.

Written by Ian Deshays
Updated this week

I am unable to view all invoices, why?

If you are unable to view all invoices then check filter on your invoice list

Written by Ian Deshays
Updated this week