- Access:
- Money and billing at Office, set by role in Settings → Roles
On this page (4)
Watch it
Step by step
- Open an invoice to see its lines, or start a new run to bill completed work.
- An issued invoice with a payment recorded and money still owing reads Part paid, with what is left in Balance.
- Tick the ones to go (or Choose all that can go): their visits, consumables and standing charges go back to be invoiced in the next run, and any Support at Home charges come off the budget.
Tips
- One that was sent, has a payment, is in an NDIS claim batch or in Xero, came from a meal order, or has Support at Home charges in a closed quarter is voided instead — the dialog says which, and why.
On this screen
Delete draft invoices
- What a deleted draft held goes back to be invoiced in the next run: its visits, consumables and standing charges, and its Support at Home charges come off the budget.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
