Invoices - Invoice Export

Selecting Invoice Export from the Invoices section of the left hand menu brings up the facility to filter and export to an external system.

The records listed are appointments. It is normal practice to filter the list of appointments down to those to be exported.

Fields available (1 or more) to filter on are:

• Client Name,
• Accounting Reference,
• Care Staff Name,
• Date From and To,
• Package or Referrer,
• Service Type

In a normal cycle, the Date Range, From and To, is all that is required.

Select the check box under “Client” to select all of the filtered records for export. Alternatively, select the check boxes alongside each individual appointment required.

Selecting the Preview button will apply the filter to the set of records.

Select the check box “Mark Selected as Invoiced” at the bottom of the form. Select Download Invoice File button to create the invoice export file in .csv format. This file can be found in the same folder as your last extract on your PC. Refer to instructions regarding your accounting system package to complete the file import process.

Depending on the referrer arrangements, configuration of invoicing rules, the rates to be charged vary. This also includes kilometres travelled for travel to and/or with the client.

Configuration of invoicing rules is contained in the Service Types –

Billing Rules section above.

Other points to note regarding invoicing:

• Care packages specific to a Referrer, as negotiated, can be configured.
• Care package can be overridden where a service is ordered in addition to services normally provided under a package.
• Cost centre overrides – if a service is to be billed to a different entity.
• Rate amount.

• This can be set to be determined in Turnpoint Care or left blank and determined by the financial system receiving the export.
• Public holiday and other award settings can be applied.
• Rates are driven by a Date effective and can be set in advance, e.g. higher rates to apply from 1/July.

• Group bookings are catered for – useful for charging for classes / transport services
• Travel TO a client ($/km or fixed $ amount)
• Travel WITH client ($/km or fixed $ amount)- can be charged at

different rate per km to that of the “Travel To” client rate.

• Pre-set travel charges – negotiated with client separately, e.g. 5km per appointment and/or time, e.g. 20 minutes.
• Setting the Export to Statement flag will push entries to HCP statements.

For any further questions, do not hesitate to get in touch: https://www.turnpointcare.com.au/contact-us