Billing

The Invoicing area may include:

The available sections depend on your permissions and organisation configuration.

The Billing overview provides a summary of current claim and payment activity.

The page may include:

The sections can be reordered where available.

The Cash flow section may show:

Once claims are created and payments are recorded, the cash flow section reflects the current billing position.

The Recent claims section shows recently created or updated claims and their current statuses.

Select a claim to open it and review the full claim details.

The Recent payments section shows recent payment activity, including claims that are paid or partially paid.

The Quick actions panel provides shortcuts to common billing workflows.

Available actions may include:

The available actions depend on your permissions and organisation configuration.

When creating a claim, available claim types may include:

Use Normal claim to create a claim for one participant using selected billable interactions.

Use Weekly claim to process eligible billables across multiple participants for a selected period