SAH - Co-Contributions - Creating and Managing Invoices

Overview

The Co-Contributions tab within Support at Home > Co-Contributions is where you generate, view, and manage client co-contribution invoices. This article covers how to create an invoice batch, view individual invoices, change invoice statuses, download PDFs, and email invoices to clients.

The Co-Contributions Invoice Table

When you open the Co-Contributions tab, you will see a table listing all previously generated invoices. The table displays the following information for each invoice:

• Client Name
• Invoice Date
• Due Date
• Net Amount
• Gross Amount
• Status – Draft, Sent, Paid, Failed, Deleted, or Void

The table supports search filtering, sorting, and pagination. You can also select multiple rows for bulk actions.

Generating a New Invoice Batch

To create co-contribution invoices, click the New Invoice Batch button in the toolbar. This opens a three-step wizard.

Step 1 – Set Invoice Criteria

In Step 1, you set the date criteria for the invoice batch:

1. Invoice Date – Select the date for the invoices. This must be today or earlier — you cannot set a future invoice date.
2. Due Date – Select the payment due date. This must be today or later.
3. Include Co-Contributions for reconciled services up to – (Optional) Enter a service date cutoff. When set, only reconciliation lines with a service date on or before this date will be included. Leave blank to include all eligible reconciliation lines regardless of service date.

TurnPoint will include all reconciliation lines where:

• The service date is on or before the Invoice Date (and within the cutoff, if specified), and
• The reconciliation line has not yet been included in a co-contribution invoice.

Click Next to proceed to Step 2.

Step 2 – Confirm Invoice Summary

Step 2 shows a summary of the invoices that will be generated:

• Total Amount – The combined dollar value of all invoices to be created
• Client Count – The number of clients who will receive an invoice
• Client Breakdown – Each client and their co-contribution amount. Where a client has contributions from multiple reconciliations, these are shown as separate origin lines with a summed total.

Review the summary carefully before confirming. Once you click Confirm & Generate, invoices are created and claim items are locked to those invoices.

Step 3 – Review & Complete

After confirming, TurnPoint generates the invoices. A loading state is displayed during generation. Once complete, Step 3 confirms the invoices have been created successfully.

Close the wizard and return to the Co-Contributions table — your new invoices will appear with a status of Not Sent.

Viewing an Invoice

Click any invoice row to open the invoice modal. The modal has two sections:

Invoice Summary

Read-only information including:

• Client Name and Billing Address
• Invoice Date and Due Date
• Invoice Reference number
• Current status with available transitions

Invoice Items

A detailed table of all line items, showing:

• Service Date
• Service Name
• Quantity (units)
• Unit Amount
• Line Total

A subtotal and invoice total are displayed at the bottom.

Invoice Actions

Download PDF

Click the Generate PDF icon to download a single invoice as a PDF. The PDF uses your organisation's logo and the client's billing address, formatted for window envelopes.

Email Invoice

Click the Email PDF icon to send the invoice directly to the client's nominated email address (as set on their client profile). The client must have a valid email address on their profile for this to work.

To send invoices to multiple clients at once, use the bulk action checkboxes in the invoice table to select multiple invoices, then choose Send via Email from the bulk actions menu.

Change Status

Use the status selector to transition the invoice. Available transitions depend on the current status:

• Not Sent → Sent or Deleted
• Sent → Paid or Void
• Paid → Sent (requires unlock permission — see note below)
• Void → no further transitions
• Deleted → no further transitions

Status can only be updated by staff with account access AND unlock permission.

Users with unlock permission can reverse a Paid invoice back to Sent. This allows authorised staff to correct the status of a co-contribution invoice if it was marked as paid in error, without requiring a manual data correction. Once reversed to Sent, the invoice can be transitioned forward again through the normal workflow.

Co-Contribution Balances on Statements

Co-contribution activity is summarised on the client's monthly SAH Statement. The balance calculation works as follows:

• Opening Balance – All unpaid co-contribution reconciliation items with a service date prior to the statement start date.
• New Contributions This Month – Co-contributions raised during the statement period.
• Closing Balance – Opening Balance + New Contributions

The invoice list on the statement shows all non-paid, non-void invoices, including date, invoice number, and amount.

How reconciliation adjustments affect future invoices

If a reconciliation adjustment contains a negative co-contribution amount (for example, a –$50.00 adjustment), this will flow through when the next co-contribution invoice batch is generated. The negative amount will appear as a line item on the next invoice, reducing the client's total payable accordingly.