ShiftCare

Learn how Split Funding helps you manage client budgets over time with flexible periods, carry-over balances and automated tracking.

Managing Split Funding Periods

Learn how to create custom invoice templates. Easily customise your branding, line items, dynamic tokens, and payment terms.

Creating Custom Invoice Templates

Jas King

Paul Slater

Andrew

Set up prices, manage price books, and generate invoices for streamlined billing and reporting.

Billing and Invoicing

You can upload invoice data from ShiftCare to your accounting software to help track and reconcile payments.

Export Invoices for Reconciliation with Your Accounting Platform

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

Invoice Default Description Item Customisation

Learn how to generate and manage invoices using the client Billing Report/Shifts Breakdown page, from setup to final payment.

Generate Invoices Through Client Billing Report/Shifts Breakdown

You can now invoice your clients based on how you approve your shifts, ensuring no discrepancy between invoicing and payroll

Invoice based on Approval Status

Invoice email status or who can email the invoice. What the reply to the email for invoices is.

Email Invoice

How Does Add Tax and Tax Free Work?

Enable notional pricing for mileage or support items in invoices, aligned with NDIS rules for non-fixed rate items.

Notional Pricing

Learn how to set up fixed, recurring client charges independent of rostered hours, with automatic pro-rating for partial weeks.

Setting Up Recurring Billing

A guide to generating, customizing, and managing invoices for accurate and efficient billing

Invoicing 

How to create a price which doesn't result in charging the client

Creating a No Charge Price

How to assign provider travel (labour & non-labour) to a shift. Use the Price Book copy to create a travel or transport labour component

Provider Travel and Participant Transport

Learn how to assign multiple price books to clients and set configuration rules for more efficient scheduling.

Client Pricebooks

How do I update the new prices from NDIA based on the latest pricing arrangement?

Updating Pricebooks to the Latest NDIS Prices

Learn how to generate separate invoices for clients with multiple payment types (plan-managed, self-managed, etc).

Split Invoicing by Payment Type

Learn how to apply a flat hourly rate across 24 hours for sleepover shifts by creating a custom night rate price book.

Creating a Night Rate Price Book

NDIS providers can import NDIA's pricing arrangements, copying across the support item codes needed to submit a claim through PRODA

Import NDIS Price Guides

Preparing for NDIS Transition: Understanding and Implementing Group-Based Pricing Changes

NDIS 2024 Group Pricing Model Change

Learn how to manage multiple client authorizations per pricebook, track funding balances, and link specific authorizations to shifts.

Managing Client Pricebook Authorizations (NA)

A guide to setting up and managing price books, rates, and pricing rules for client billing

Price Books and Prices

Send the same invoice to multiple contacts or emails so they all receive a copy of the invoice

How do I send invoices to multiple recipients?

Creating single journal entry in your accounting system based on invoices generated within ShiftCare.

Use Invoice summary for bookkeeping purposes?

Common issues and frequently asked questions to help you resolve billing and invoicing problems

Troubleshooting and FAQs

Find answers and get help from Intercom Support and Community Experts

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