Invoicing Methods for Home Care Providers
Invoice via Desktop or Mobile
This method suits those who prefer to manage their invoices individually, particularly sole traders or businesses with fewer invoices.
- Login to the Capital Guardians portal on any device
- Upload invoice details and attachments
- Quickest way to submit a simple invoice
Email your invoice
This method suits providers who manage several clients and need to send multiple line items per invoice.
- Send PDF invoices via a unique email address associated with your profile.
- Invoice must contact a consistent location for the OCR system
- Perfect for providers with multiple clients and several line items per invoice.
Direct Invoice Load from Xero
This method suits providers who manage multiple clients and multiple line items per invoice.
- Create invoices in your Xero account and they automatically sync
- Requires consistent account ID between Capital Guardians and Xero
- Ideal for providers managing multiple clients and multiple line items
Direct Invoice Load from MYOB
This method suits providers who manage multiple clients and multiple line items per invoice.
- Initial setup required
- Create invoices directly from your MYOB account
- No emailing needed
- Contact ID/Card ID in MYOB must match the Billing ID in Capital Guardians
- Great for providers managing multiple clients and multiple line items
Upload Multiple Invoices via CSV
This method suits providers who need to upload several single line invoices for several clients.
- Fill out your CSV template and enter each line item claimed
- Save and upload on the system
- Perfect for batch invoicing for multiple clients
x
Ask a question about Plan Management.
Ask a question about Plan Management.
Let us show you how easy it is to change
and get the care you deserve
x
