# Invoicing & Claims Create invoices and claims for NDIS, CHSP, MDS, and fee-for-service participants. ## Getting Started ### [Comm.care's Approach to NDIS Invoicing](overview.md) Understanding how invoicing works in Comm.care **Key concepts:** Claims, support logs, bulk upload, plan types ### [Create a Claim or Invoice](creating-claims.md) Step-by-step guide to creating claims from progress notes ### [How to Manage Recipients on Your Invoice and Statement](managing-recipients.md) Managing who receives invoices (participants, plan managers, agencies) --- ## NDIS Invoicing ### [Invoicing NDIS for NDIA-Managed Participants - Bulk Upload](ndia-managed-bulk-upload.md) Creating and submitting bulk upload files to the NDIS portal **For:** Agency-managed participants ### [Bulk Upload to NDIS](bulk-upload-process.md) Additional guidance on the bulk upload process ### [Invoicing NDIS Plan-Managed Participants](plan-managed.md) Creating invoices to send to plan managers ### [Invoicing NDIS Self-Managed Participants](self-managed.md) Creating invoices for participants who manage their own plans ### [Why NDIS Providers Need a Bulletproof Claims Process](Why%20NDIS%20providers%20need%20a%20bulletproof%20claims%20process.md) Best practices and compliance requirements for NDIS invoicing --- ## CHSP & Fee-for-Service ### [Invoicing Client Fee for Service and CHSP Contribution](chsp-client-contribution.md) Creating invoices for CHSP contributions and private fee-for-service --- ## Specialised Services ### [How to Invoice Provider Travel in Comm.care](provider-travel.md) Claiming travel-related costs for visiting participants **NDIS line items:** Provider Travel (supports item 01_800_0125_1_3) ### [How to Invoice Activity Based Transport in Comm.care](activity-based-transport.md) Claiming transport for community participation activities **Different from Provider Travel** ### [Billable Hours and NDIS Support Coordination](support-coordination-billing.md) Tracking and invoicing non-face-to-face billable hours for coordinators ### [Track Non-Billable Line Items](non-billable-items.md) Managing activities that aren't invoiced but need to be documented --- ## Accounting Integrations Export invoices to your accounting software: - [Exporting to Xero](../../integrations/accounting/xero.md) - [Exporting to MYOB](../../integrations/accounting/myob.md) - [Exporting to QuickBooks](../../integrations/accounting/quickbooks.md) --- ## Key Concepts **Claim** = A request for payment based on services delivered (documented in progress notes) **NDIA-Managed** = NDIS agency-managed participants (use bulk upload to myplace portal) **Plan-Managed** = Participants with a plan manager who handles invoices **Self-Managed** = Participants who manage their own NDIS funding **Bulk Upload** = CSV file submitted to NDIS myplace portal for agency-managed claims **Support Log** = Another name for progress notes/claims documentation --- ## Workflow Overview ### Standard Invoicing Process: 1. **Services Delivered** → Staff create progress notes 2. **Validate Hours** → Manager reviews billable hours on Organisation Calendar 3. **Create Claims** → Generate invoices from progress notes 4. **Send Invoices** → Send to plan manager, participant, or submit bulk upload 5. **Export to Accounting** → Send to Xero/MYOB/QuickBooks for reconciliation ### Monthly Timeline: - **Week 1-3:** Service delivery and progress note creation - **Week 4:** Validate billable hours - **Week 4/Month-end:** Create and send invoices - **Month-end:** Export to accounting software --- ## Related Topics - [Progress Notes](../progress-notes/) - Required for invoicing - [Reporting](../reporting/) - Running activity reports - [Organisation Calendar](../scheduling-rostering/) - Validating billable hours - [Services Configuration](../../setup-and-configuration/services-configuration/) - Setting up services and prices --- [Need to raise a request? Contact us.](https://conversations-app.brevo.com/)