ShiftCare allows you to invoice clients directly for their expected co-contribution amounts charged to Support at Home accounts.
Setting up Co-Contribution Rates
Before invoicing, please make sure you have followed the QuickClaim integration process. These rates are synced directly from Services Australia and automatically applied to the client's profile. You can view these read-only rates by navigating to the client's Details page and clicking the Support at Home tab.
Per Government guidelines, invoicing for independence and everyday living service line items charged to Support at Home accounts can only occur when:
The line items have been submitted for claiming to Services Australia.
The claim has been paid for by Services Australia, and the claim status is marked as ‘Claimed’.
Note: If a claim is still marked as Submitted or Claiming, the co-contribution portion will not yet be available for invoicing.
Generating Invoices
Once the items have been marked as Paid by Services Australia, they follow the standard ShiftCare invoicing process. We have a complete guide on generating invoices, but here are the basic steps:
Navigate to Invoices > Generate.
Select the date timeline you wish to invoice for.
Select the appropriate Client(s) and click 'Generate'.
The generated invoice will display the following details:
Description of the service
Category (e.g., hours, Kms, meal)*
Reference number
Quantity
Rate: With applicable co-contribution rates factored in
Tax
Cost: (Quantity × co-contribution rate)
*The system pulls the Unit Type (e.g., Meal) from:
Your Price Book settings
Or, if it was a manual transaction, from the unit type dropdown menu in the 'Add Transaction' window (client's Funds & Accounts).
Mixed Invoices
Invoices can contain a combination of:
Support at Home shifts
Support at Home manual transactions (via 'Add Transaction')
Non-Support at Home shifts
General transactions not charged to SaH accounts
Standard Invoicing
Any transactions not charged to the specific Support at Home accounts listed below will continue to immediately be available for invoicing at the full service amount:
Support at Home Fund
Assistive Technology
Home Modifications
End of Life Pathway
Restorative Care Pathway
If you intend for the item to be invoiced to a client, please make sure the 'Invoice to client' checkbox is ticked when using the 'Add Transaction' feature.
Xero and MYOB Integration
Support at Home transactions can be exported to Xero or MYOB using the standard integration tools in ShiftCare.
When Independence and Everyday Living services are marked as Claimed, they are then exported to XERO or MYOB with the client’s co-contribution rate already factored into the rate and total cost.
For further assistance with Support at Home (SaH): Invoicing, please contact our Support team using online chat when you're logged into ShiftCare or email our Support team at support@shiftcare.com.