This one-on-one interactive training session will help you create bulk invoices for self-managed, plan-managed and/or NDIA managed clients and emailing them to their respective recipients. Learn how to generate activity reports and validate your billable hours.
✔ Validate billable hours
✔ Generate activity reports
✔ Create plan-managed, self-managed, and/or NDIA managed client invoices and statements
✔ Bulk emailing invoices and statements
✔ Downloading the bulk invoice CSV file to import in your accounting system
✔ You will need: Participant's email address, Plan manager email address
✔ Progress Notes: 1 week's worth of progress notes should be entered in Comm.care by your staff prior to the session
✔ Services configured with your accounting system (Xero, MYOB, Quickbooks)
In the spirit of reconciliation Pnyx acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their Elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.