eTrack provides bulk emailing of PDF Invoices to Plan Managers and Self-Managed Participants and upload to Xero in 4 simple steps.
eTrack’s Invoicing typically applies to Plan and Self-Managed plans and is separate to the NDIS Upload process used to claim for Agency Managed plans. You can also send invoices to Brokers, any other Clients or send ‘Advisory Invoices’ to Agency Managed Participants.
Below is a Quick Guide summary of Invoicing steps. The process is the same for one invoice or bulk sending thousands of invoices.
Please click here for a full Invoice Guide. This includes a pre-invoice review of data to avoid rejections, creating and previewing invoices, creating and sending emails from templates plus how to process payments and deal with any rejections. The guide also includes how to setup invoicing.
Quick Guide
1. Select a Participant Status such as Active or one Participant in the tree and click the Invoices feature tab across the top.
2. Click Prepare Invoices, enter dates and click Preview.
a. If necessary, choose what to do with hours outside plan dates. Click Continue.
b. If necessary, choose what to do with invoices that have no email address. Click Ok.
eTrack will create your invoices.
3. Click Email button, make selections and click Create.
a. Make selections as required, optionally edit the email body and click Create.
eTrack will create the Emails and attached a PDF of the invoices (Wait : ~2 seconds an Invoice)
4. Optionally edit individual emails or add more email addresses and attachments.
5. Tick top checkbox to select all emails and click Send and File (Wait : you can continue to use eTrack).
6. (Can be later) Click Export to export invoices to your accounting package.
7. (Later) Import payments from Xero or enter payments. Process rejections and send overdue payment reminders as required
Please click here for a full Invoice Guide including how to process payments and deal with any rejections.
