Invoicing

Guides for managing invoicing, participant plans, clients, interactions, billing, shift billables, and staff KPIs in Diversity Sync’d.

By Windolyn1 author18 articles

Invoicing OverviewUse Invoicing to review billing activity, manage claims and payments, access participant plans and interactions, and move between the main invoicing workflows.

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.

BillingUse Billing to review claim activity, payments, weekly billing, recent claims and common billing actions.

Staff KPIsLearn how to use Staff KPIs to review per-staff invoicing performance, including interactions, plans, claims, revenue, and average revenue per staff member.

Create and Manage ClaimsCreate an individual claim, review claim details, manage claim outcomes, reject or resubmit claims, and review claim activity.

Weekly BillingUse Weekly Billing to review eligible billable interactions for a selected period, choose the clients to include, review the batch, and create claims in one workflow.

Send and Re-issue Claims to XeroSend an eligible claim to the correct connected Xero organisation, review the Xero account and customer configuration, and re-issue a claim when the previous Xero invoice has been voided or…

Manage Xero OrganisationsConnect, review and manage Xero organisations used by Diversity Sync’d for invoicing and claim processing.

Send Claims to Xero in BulkSend multiple claims to Xero in one workflow. Before sending, you can review which claims are eligible, confirm the Xero organisation, check account and customer details, and retry any claims…

Record and Manage Claim PaymentsRecord payments against claims, review payment history, manage partial or full payments, and reverse manually recorded payments when required.

Xero Payment Accounts and Payment SettingsConfigure the Xero accounts used when sending claims and recording claim payments.

Invoicing General Settings / Xero Integration SettingsConfigure the Xero accounting settings used when claims and payments are processed through Diversity Sync’d.

Manage Rejected Claims with XeroWhen a claim linked to Xero is rejected, review both the Diversity Sync’d claim and the related Xero invoice before deciding what to do next.

Credit Notes and Carry-Forward CreditsUse Credit Notes when part or all of an NDIS claim balance cannot be paid and needs to be credited.