Invoices

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

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14 articles in this collection
Written by Gaurav Cheema, Andras Helyes, Ian Deshays and 1 other

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 Alexander Clare
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 Alexander Clare
Updated over a week ago

Overview

Written by Gaurav Cheema
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 Gaurav Cheema
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 Reminders

Automate reminders that invoices are due to be paid. Reminder emails will automatically be sent to the payee.

Written by Ian Deshays
Updated over a week ago

Void invoices

Learn how to void invoices

Written by Andras Helyes
Updated over a week ago

Display GST in Xero invoice export

Written by Gaurav Cheema
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 Andras Helyes
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 Andras Helyes
Updated over a week ago

Import NDIA/NDIS payment receipts

Written by Gaurav Cheema
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 Andras Helyes
Updated over a week ago

Calculate GST for mileage/expenses only

Written by Gaurav Cheema
Updated over a week ago