Invoicing Overview

The Invoicing area provides access to current billing totals, recent claim activity, payment information, weekly billing tools and Xero-related claim workflows.

The current navigation includes:

Open Overview to review high-level invoicing and billing information.

The overview helps you understand recent billing activity before opening individual claims, payments or participant records.

Use the available cards and links to move into more detailed invoicing workflows.

The Billing area includes an At a glance section that summarises current claim activity.

Depending on the current data, this can include:

Use these cards to quickly understand the current billing position.

The Cash flow section shows how the current billed amount is divided between paid and outstanding claims.

Review:

This provides a quick view of the value that has been paid compared with the amount still awaiting payment.

Use Recent claims to quickly open recently created or updated claims.

The card can show information such as:

Select a claim to review its full details.

Use View all when you need to open the complete claims list.

Use Recent payments to review claims that have recently received payment activity.

This is useful when you need to check paid or partially paid claims without searching the full claims list.

Select View all to review additional payment activity.

The Quick actions section provides shortcuts to common invoicing tasks.

Available actions can include:

Select the action that matches the task you want to complete.

Use the Billing area when you need to work directly with claims.

From here you can:

Claims that are linked to Xero display their current Xero status in the claims list.

Use Weekly billing preview when you need to review billable shifts before creating claims.

Weekly Billing also supports Xero-related workflows where configured.

Use Plans or Browse participant plans to review funding information before raising a claim.

This can help you check the participant's available plan information before proceeding with billing.

Select the relevant participant or plan to open its details.

Use Interactions to review service interactions associated with billing.

The Interactions area can be used alongside:

Review the interaction information before creating or reconciling billable activity.

Use Staff KPIs to access staff-related invoicing performance information where available.

Select Staff KPIs from the top navigation to open the current reporting view.

This area is separate from claim processing and Xero configuration.

Xero-related claim actions are available from the relevant Billing and claim screens.

Depending on the claim, you may be able to:

Multiple connected Xero organisations are supported, and the selected organisation and its configured account information are used throughout the relevant invoicing workflow.

For detailed instructions, refer to the relevant Xero and claim-management articles.