Claim and invoice funds
Invoice clients, manage payments and generate funding claims.
- Credit an allied health invoice
- Generate bulk invoices for allied health clients
- Generate an invoice from an allied health client's appointment
- Generate an invoice from an allied health site
- Add an ad hoc service to an allied health invoice
- Generate and send an allied health invoice PDF
- Distribute multiple invoices for allied health clients
- Add a payment to an allied health invoice
- Add a refund to an allied health payment
NDIS funding changes
Invoice Settings
Bank statement consumption and automated payment generation
- Overview of bank statements matching in allied health
- Upload a bank statement in allied health
- Ignore bank transactions automatically in allied health
- Overview of the bank statement page in allied health
- Auto-matching invoices to transactions in allied health
Claim NDIS funding
- Create an NDIS extract for allied health
- Generate an NDIS bulk upload file for allied health
- Upload an NDIS results file for allied health
- Manage NDIS claim errors for allied health
- Upload an NDIS remittance file for allied health