Before You Start
You need access to Finance & Admin and Invoicing.
Billing is used to process claims and manage payments. Claims are created from billable interactions, participant plans, or weekly shift billables, depending on your workflow.
Before creating a claim, make sure the required participants, plans, interactions, and billables have already been created.
Open the Billing tab
From the left sidebar, go to Finance & Admin.
Select Invoicing.
At the top of the page, select the Billing tab.
This opens the Billing dashboard.
Review the Billing dashboard
The Billing page gives you an overview of claims, payments, and spending.
The At a glance section shows:
Total Spending
This Month
Outstanding
Pending Claims
Last Month
Success Rate
These cards help you quickly check claim and payment activity.
Review cash flow, claims, and payments
Below the summary cards, review the main Billing sections:
Cash flow
Recent claims
Recent payments
Month-on-month spend
If no billing activity exists yet, these sections may show empty states such as No claims yet or No payments yet.
Use Quick actions
The Quick actions panel gives you shortcuts to common billing tasks.
Available actions include:
Create new claim
Export claims
Manage claims
Review pending claims
Recent payments
Weekly billing preview
Reconcile shift billables
Log a new interaction
Browse participant plans
View invoicing reports
Use these shortcuts to move directly into the related billing workflow.
Create a new claim
Select Create new claim.
You will be asked to choose the kind of claim you want to create.
Available claim types include:
Normal claim
Pick a single participant and bundle the interactions you want to bill into one claim.Weekly claim
Bill a full week of rostered shifts across many participants in one batch from the weekly preview.
Create a normal claim
Select Normal claim.
On the normal claim page, choose the Client the claim is being raised for.
The Claim summary panel on the right updates after a client is selected.
If no client is selected, the summary will show No client selected and the Create claim button will remain unavailable.
Create a weekly claim
Select Weekly claim or open Weekly billing preview from Quick actions.
The weekly preview has 3 steps:
Step 1: Period
Step 2: Clients
Step 3: Review
In Step 1: Period, choose the week you want to bill.
You can also filter the pool by:
Funding
Status
Funding options include:
All
Plan managed
NDIA managed
Status options include:
All
Ready
Blocked
When billable interactions are available, continue to Next: Choose clients.
Export claims
From Quick actions, select Export claims.
This opens the Export bulk payment CSV modal.
Use this to generate an NDIS bulk payment file for selected claims.
You can filter the export by:
Client
Claim Status
Service Date From
Service Date To
GST Code
Claim Type
Claim Type options may include:
Direct Service (blank)
CANC: Short Notice Cancellation
REPW: NDIA Required Report
TRAN: Provider Travel
NF2F: Non-Face-to-Face
THLT: Telehealth Supports
Select Export CSV when the correct filters have been selected.
If no claims match the filters, a warning will appear.
Manage claims and payments
Use the remaining Quick actions to continue managing billing work.
Select Manage claims to browse, submit, and track claims.
Select Review pending claims to focus on claims that still need to be submitted.
Select Recent payments to review paid and partially paid claims.
Reconcile shift billables
Select Reconcile shift billables to turn rostered shifts into NDIS-claimable billables.
Use this before creating claims if your organisation bills from shifts.
Review month-on-month spend
Use the Month-on-month spend panel to compare the current period with the previous period.
This helps you see whether billed amounts are increasing, decreasing, or unchanged.
Important Notes
Billing activity depends on completed records from other areas, including participants, plans, interactions, and shift billables.
A normal claim requires a client before the claim can be created.
A weekly claim uses a 3-step workflow: Period, Clients, and Review.
The Export bulk payment CSV tool only exports claims that match the selected filters.
If there are no claims, payments, or billables yet, the Billing dashboard will show empty states.
Troubleshooting
If the Billing page shows $0 values, check whether claims and payments have been created.
If the Create claim is unavailable, make sure a client has been selected.
If no clients appear, confirm that participants or clients have been created first.
If the weekly preview shows no billable interactions, try a different week or relax the filters.
If the export modal shows No claims found matching the selected filters, change the client, status, date range, GST code, or claim type.
If claims are missing from Billing, check whether the related interactions or shift billables are ready for claiming.
If you cannot access Billing, check your permissions for Finance & Admin and Invoicing.