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, claim activity, revenue, participants, and quick 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.