To create invoices, you must complete a few steps first.

Set up your products to define your client's invoicing rates in your account settings, read more here.

Once these are set up and applied to your client's schedules you can create your invoices.

Invoice contacts allow you to create invoices for a client on an individual basis or, for example all of your council clients on one invoice. You can find more here.

You can edit the invoice template from Settings > Invoicing > Invoice template

Here you can amend the titles of the fields in your invoice and add items such as payment terms and notes to your footer.

Go to your client visit list report, pull up the client and dates required.

Note: you can also filter by different invoice contacts. 

The Billed Time always reflects the time that you planned for the carer to spend with the client, you can however override this by editing the report.

Once you're happy with the information just press Actions > Create invoice.

The invoice will download as a PDF to your computer ready to email or post to your client. If you have multiple invoice contacts selected in your visit list report, a zip file will download containing individual invoices for your contacts.