Feature · Billing & claims
Bill from what actually happened at the door.
Invoices priced straight from verified visits, the right tax for each client’s location on every one, and an accounting export ready today. Nothing gets re-keyed, so the bill never drifts from the visit it came from.
Key capabilities
From verified visit to exported books.
Invoices from verified visits
Priced from what your staff confirmed at the door, never retyped hours.
The right tax on every line
GST/HST, VAT, sales tax, or your own rate and label.
Clients, insurers and funders
The same verified visits bill every payer, including funders you add yourself.
An accounting-ready export
Invoices and payments export as a CSV your bookkeeper can import today.
In the product
Verified visits become invoices, priced to the minute
Confirmed visit time flows straight into invoices, with the tax your client’s own location calls for worked out on every line: GST/HST by province in Canada, VAT across the UK and EU, state sales tax in the US, GST in Australia and New Zealand. Where a built-in default doesn’t fit, you set your own rate and name the line yourself. You bill from what your staff verified at the door, not from a separate timesheet someone retyped.
- Invoices priced straight from verified visits, never re-entered hours.
- The right tax on every line: GST/HST, VAT, sales tax, or your own rate.
- Payments applied against the invoice, whatever method the family used. A mis-keyed payment can be voided, and money you hand back, such as a payment made twice, is recorded as a refund, each with the reason kept on record.
- A small balance you won’t collect can be written off with a reason, and money left on a deposit can be refunded, both kept on record.
Also in this view
- An invoice already sent, even a paid one, can be corrected with a credit note: its own numbered document with the tax worked out from the invoice, a PDF for the client, and the invoice’s balance lowered to match.
- A whole month drafted in one pass: one invoice per client, each reviewed, then sent together.
- Each client billed on their own cycle, every two weeks, monthly or several times a month, with drafts ready the morning after each period ends. A hand-made invoice starts on the period the client is due for.
- Each billing period’s invoices together in one batch: what was billed, what is still outstanding, which drafts are left to send, and a sign-off that closes the period once it’s done.
- Each service billed to its own payer, such as an insurer or a program, so a client with two payers gets one invoice for each, or one combined invoice when you prefer.
- Invoices emailed with the PDF attached, or as a secure link if you prefer, with a record of every email.
- An invoice billed to an insurer or funder goes to that payer, with its address on the invoice.
- Each client can have its own rate per service, by the hour or flat per visit. A payer’s rate card still applies when you bill that payer.
How a bill gets made
From the doorstep to the books, without a re-key
Verify the visit
Staff confirm the visit at the door, and that confirmed time is what billing draws from.
Price the invoice
Confirmed time becomes an invoice, with the rate and the label your client’s location calls for applied on every line.
Bill three payers
The same verified visits bill clients, insurers and funders, so a third payer never means a third system to keep. If the funder you bill is not on our list, create it yourself: a regional insurer, a municipal program, a First Nations health authority. It is yours alone, no other agency ever sees it, and your imports match clients to it by name.
Export to your accounting software
Invoices and payments export cleanly as a CSV you can import into your accounting software today.
On screen
The invoice and the claim, side by side
What every bill carries
- GST/HST, VAT, sales tax, or your own rate
- Your region
- Invoices priced from verified visits
- Per visit
- Accounting export you can import today
- CSV
Behind every invoice is an hour of care.
The line items add up to something simple: time spent with a person who needed it. Billing runs quietly in the background so that hour is the part that gets your attention.
Works with
One platform, so the work carries on.
Each feature reads from the same records, so what happens here is ready for the next step without retyping.
Payroll
Timesheets built from verified visits, priced to match every invoice: one number, never two.
Scheduling
Build the week on a board that flags conflicts and counts what is still open.
Visit verification
GPS check-in and check-out; anything off lands in a queue a person reviews.
Bill from the visit, not the timesheet.
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