How do I invoice customers?

November 3rd, 2023

Capital Guardians offer different processes, depending on your invoice frequencies per week and where you operate:

Single online/mobile invoicing : Suitable for providers who produce two or fewer invoices weekly and do not have an accounting system, such as independent contractors, cleaners, personal carers, gardeners, entertainers at care homes.
Email pdf invoices or bulk spreadsheet upload : Suitable for providers with accounting software who prefer to email or upload an excel file, i.e. pharmacy, nursing agency, allied health, etc.
Sending Multiple Invoices to the same Facility or Residential Care : Suitable for care home providers who have several invoices for one home i.e hairdresser, care shop. Capital Guardians Easily links directly with popular accounting systems such as Xero, MYOB and Quickbooks.

For more detailed instructions please see our Providers page.

Ross McDonald

Ross is the CEO and founder of Capital Guardians. He has an extensive career in financial management and tech solutions development. Having first created Capital Guardians as a solution for aged care over a decade ago, so his expertise in payments and invoicing for people in protected settings is second to none.