- Access:
- Money and billing at Office, set by role in Settings → Roles
Watch it
Step by step
- Choose the period, review what it has picked up, then create.
- Under each person it says who their invoice goes to — a payer, their plan manager or their billing contact.
- A visit whose timesheet is approved while the visit itself still says Scheduled is listed above the run, and Bill them in this run adds it.
- A visit that needs two carers, worked by two, bills both carers' time, and its invoice line says so. A group with two carers splits their time between the people in it.
- A visit billed to the client themselves (Private or Other funding) while their only open case on that day has a payer is named under their row, with who would pay; Put them on the case moves it, so the payer is billed with its reference and terms.
Tips
- Check the selection before creating.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
