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
View Insturctions

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.
View Insturctions

Direct Invoice Load from Xero

This method sutis 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
View Instructions

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
View Instructions
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