Billables
The Billables tab lists all billing line items for the client. The number shown on the Billing tab reflects the total number of billable entries on record.
Billables can be generated in two ways:
Automatically – entries marked with (Auto) are generated from completed shifts.
Manually – click Add Billable to create a billing entry manually.
Filtering and Searching
Use the search icon to find specific entries by keyword. Use the filter icon to narrow results by:
Status
Type
Date
Amount
Budget (NDIS clients)
The budget table shows:
Date of Creation: When the budget was set up
Renewal Date: When the budget period ends
Allocated Amount: The total budget for the period
Remaining Amount: How much budget is left
Status: Active, Inactive, Pending, or Expired
Click "Create Budget" to add a new budget. Enter the creation date, renewal date, status, annual budget amount, and remaining budget amount.
Billable Entries
This table lists all billable items for this client. These are created when shifts are completed and synced, or when you manually add an entry.
Type: The service name (click to view details)
Amount: The billable amount
Category: The entry type
NDIS Item: The price code and support item (NDIS only)
Status: Unpaid, Paid, Authorized, Draft, or Void
Date: When the service was provided
Creating a Manual Billable Entry
Click "Create Billable" to manually add an entry:
Select the entry type (Manual Entry)
Enter a name for the service
Select the employee who provided the service
For NDIS clients, select the NDIS Price Type (this fills in the rate)
Enter the quantity (minutes or units)
Select the service date
Choose the associated care plan
Set the status
Click Save
The three-dot menu on each budget entry allows you to:
Edit – Update the budget details.
Add Temporary Funding – Add a temporary funding amount to the budget.
Audit Trail – View a history of all changes made to the budget.
Delete – Remove the budget entry.
Recipients
The Recipients tab lists the finance contacts who receive invoices for this client. Click Edit to update the recipient contacts.
Each recipient shows their name, role, and email address. One recipient can be marked as Primary, indicating they are the main contact for invoicing purposes.
Changing Entry Status (NDIS only)
For NDIS clients, you can change an entry's status by clicking on the status badge. Select the new status from the dropdown. You will need to enter your password to confirm the change.
To change multiple entries at once, select them using the checkboxes, then click the "Actions" button and choose the new status.