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

Client expense: charge clients for one-off invoice item

Add an expense to a client's billing which is unrelated to shifts
Ian Deshays avatar
Written by Ian Deshays
Updated this week

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

Exporting invoices for your accounting platform for reconciliation

You can send the details of invoices created in ShiftCare to your accounting software for reconciliation
Ian Deshays avatar
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
Gaurav Cheema avatar
Written by Gaurav Cheema
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
Cécile Caminade avatar
Written by Cécile Caminade
Updated this week

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.
Cécile Caminade avatar
Written by Cécile Caminade
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
Ian Deshays avatar
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
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Void invoices

Learn how to void invoices - video and article
Andras Helyes avatar
Written by Andras Helyes
Updated this week

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

How to upload the remittance advice provided by the NDIS portal
Gaurav Cheema avatar
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.
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

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

I am unable to view all invoices, why?

If you are unable to view all invoices then check filter on your invoice list
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago