# Creating Invoices Generate invoices and claims for NDIS, CHSP, or fee-for-service participants based on progress notes. ## Quick Steps 1. **Validate billable hours** (Organisation Calendar) 2. **Go to Organisation → Reports** 3. **Generate activity report** for the period 4. **Create invoices** from progress notes 5. **Send to recipients** (plan manager, participant, or submit bulk upload) ## Related Guides ### Complete Invoicing Documentation: - [Invoicing & Claims Overview](../setup-and-configuration/staff-management/index.md) - [Create a Claim or Invoice](../features/invoicing-claims/creating-claims.md) - [Comm.care's Approach to NDIS Invoicing](../features/invoicing-claims/overview.md) ### By NDIS Plan Type: - [Invoicing NDIA-Managed Participants (Bulk Upload)](../features/invoicing-claims/ndia-managed-bulk-upload.md) - [Invoicing Plan-Managed Participants](../features/invoicing-claims/plan-managed.md) - [Invoicing Self-Managed Participants](../features/invoicing-claims/self-managed.md) ### Other Funding Types: - [Invoicing CHSP Client Contribution](../features/invoicing-claims/chsp-client-contribution.md) ### By Role: - [For Managers](../by-role/managers.md) --- ## Invoicing Workflow ### 1. Pre-Invoice Validation ✅ All progress notes created ✅ Hours validated on Organisation Calendar ✅ Services match participant plans ✅ No missing or incomplete documentation ### 2. Generate Activity Report - Go to **Organisation → Reports** - Select date range - Filter by funding source if needed - Review totals ### 3. Create Invoices **For NDIA-Managed (Agency):** - Generate bulk upload file - Submit to myplace portal - Track submission status **For Plan-Managed:** - Create individual invoices - Send to plan manager - Track payment status **For Self-Managed:** - Create individual invoices - Send to participant - Track payment **For CHSP:** - Create client contribution invoices - Send to participant - DEX reporting automatic ### 4. Export to Accounting - [Export to Xero](../integrations/accounting/xero.md) - [Export to MYOB](../integrations/accounting/myob.md) - [Export to QuickBooks](../integrations/accounting/quickbooks.md) --- ## Monthly Timeline **Week 1-3:** Service delivery + progress note creation **Week 4:** Validate billable hours **Week 4/Month-end:** Create and send invoices **Month-end:** Export to accounting software --- ## Invoice Recipients ### Who Gets the Invoice? **NDIA-Managed:** Bulk upload to NDIS portal (NDIA pays directly) **Plan-Managed:** Send to plan manager **Self-Managed:** Send to participant **CHSP:** Send to participant (client contribution) Learn more: [How to Manage Recipients on Your Invoice](../features/invoicing-claims/managing-recipients.md) --- ## Specialized Services ### Provider Travel: [How to Invoice Provider Travel](../features/invoicing-claims/provider-travel.md) ### Activity Based Transport: [How to Invoice Activity Based Transport](../features/invoicing-claims/activity-based-transport.md) ### 24/7 Services (SIL/STA): [Short Term Accommodation](../setup-and-configuration/services-configuration/24-7-services.md) --- ## Common Issues & Solutions **Issue:** Invoice amounts don't match expectations **Solution:** Check progress notes for all services; verify hours **Issue:** Can't create invoice **Solution:** Ensure progress notes exist; check service setup; verify participant has plan details **Issue:** Bulk upload file errors **Solution:** Review file format; check for missing required fields; verify line items **Issue:** Wrong recipient on invoice **Solution:** Update participant's plan manager or payment details --- [Need to raise a request? Contact us.](https://conversations-app.brevo.com/)