Invoicing
Guides for managing invoicing, participant plans, clients, interactions, billing, shift billables, and staff KPIs in Diversity Sync’d.
By Windolyn1 author8 articles
- Invoicing OverviewLearn how to use the Invoicing Overview page to monitor billing performance, review claims, track revenue, and start common invoicing actions.
- Invoicing ClientsLearn how to view, search, filter, and create invoicing clients from the Clients tab.
- Invoicing PlansCreate and manage participant plans, including NDIS plan details, budgets, allocations, goals, notes, and guardrails.
- Invoicing InteractionsLearn how to view, filter, and log service interactions in Invoicing, including participant details, activity, billing, and consent.
- Invoicing CalendarLearn how to use the Invoicing Calendar to view interactions, plan dates, claim activity, and log service interactions from a selected date.
- Shift BillablesLearn how to review pending NDIS billables grouped by shift, search records, filter billable status, and adjust the date range before invoicing.
- BillingLearn how to use Billing to process claims, manage payments, export claim CSV files, review pending claims, and create normal or weekly claims.
- Staff KPIsLearn how to use Staff KPIs to review per-staff invoicing performance, including interactions, plans, claims, revenue, and average revenue per staff member.