Invoices

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

Gaurav Cheema avatar Andras Helyes avatar Ian Deshays avatar +1
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
Alexander Clare avatar
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.
Alexander Clare avatar
Written by Alexander Clare
Updated over a week ago

Overview

Gaurav Cheema avatar
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.
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Generate bulk invoices

In this article we will demonstrate how to create multiple invoices at once for a given period of time
Ian Deshays avatar
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.
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Void invoices

Learn how to void invoices
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Display GST in Xero invoice export

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Exporting invoices to Xero

Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Choose who the invoice is addressed to by default

Andras Helyes avatar
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
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Import NDIA/NDIS payment receipts

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

NDIS bulk claim

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Calculate GST for mileage/expenses only

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago