Invoicing and Payroll

CarePlanner’s powerful yet easy-to-use aged care finance section means much less time spent on admin. Whether that’s managing the payroll, invoicing or financial reporting.

Despite the simple interface, CarePlanner takes the complexities of aged care finance in its stride, including multiple funders, appointments crossing rate thresholds, invoices sent to family members and government pre-payments.


Professional invoices


Automated payment calculations


One-click email or print


Simple to export


The CarePlanner finance system has been designed from the ground-up to meet the challenges of home care finance.

Want to pay mileage by the mile?

– That’s easy.

Want to pay mileage by the hour? 

– No problem.

Want to pay mileage by both the mile and the hour, but not from home and not until a given number of miles have elapsed?

– We’ve got you covered.

Simplifying Invoicing and Payroll Issues

If you need to charge GST for some elements of your care provision but not others, that’s simply a click of a button.

If your rates vary across time thresholds, by type of care, or even by geographical region, CarePlanner can handle it.

If you don’t want to pay a member of staff for certain break periods but you still want to make sure they are fairly recompensed for their travel, CarePlanner will take care of the details.

Finance Dashboard

If you don’t need to know all the details, CarePlanner gives you a simple finance dashboard that shows at a glance your incomings and outgoings on a month-by-month basis.

We know that aged care businesses need to remain flexible.
That’s why our finance section also provides a simple system for confirming your appointments, allowing you to make tweaks to times and rates after appointments have taken place. 

Integration with Third-Party Software

If you discover that there’s an element of your invoicing or payroll that CarePlanner doesn’t do as well as your existing software, the chances are that we can integrate with it. We already have customised export solutions for Sage, Sage Payroll and Iris.

You can download all of your appointment and mileage data into a spreadsheet and run your own calculations from there. And remember, we offer a fully-fledged API that will give you access to all your underlying data.

Home care finance integrations with logo
Home care finance activity log picture

Activity Logging

Every action that you perform in CarePlanner is logged for your own records.

So if you want to see who adjusted Mrs Smith’s night care rate at lunchtime on 5th January, the information is only a click away.

And if you want to know why a given appointment was cancelled and how much notice was given, you can simply look up activity for a given client or appointment to get the right answer.


Additional Features

Travel Payments

Choose how and when to pay/bill for mileage, at what rate, and based on exact distances and the time travelled.

Time & Attendance

Know for certain that a carer has attended an appointment, and receive a warning if they haven't arrived.

Invoicing and Payroll

One-click professionally branded invoice production and distribution. Customise timesheets for your staff.

Rota Scheduling

Complete your care worker rotas faster than ever before with our intelligent, simple visual rostering system.

Third Party Integrations

Full integration with leading accounting systems. Additional integration with other platforms and API connection possible.

Record Keeping

Keep track of staff training, service user requirements and day-to-day incidents with CarePlanner's thorough record keeping system.

Carer Mobile App

Keep your care staff in the loop with our dedicated mobile app for Android, iPhone and Windows Phone.

Powerful Reporting

Report on any aspect of your business, and easily export data to Sage, Sage Payroll or HRM systems.


Customise colours, permissions, dashboards, alerts – it's easy to make CarePlanner your own.

Easy & Secure Access

Login from anywhere. 256-bit, online banking-grade security; accessible to your staff from anywhere on virtually any device.

e-Medication Management

Set up detailed medication requirements for each service user. Never miss a medication delivery. Audit trail for all deliveries.
Can't find what you're looking for? Get in touch to find out more.

County Care

“The most recent update has really taken it to the next level, and they’re clearly a very forward-thinking company.”

Apollo Franchising

“The customer service has been brilliant. Really, really good. They’re so helpful. “

Proud to Care

“I’ve now got more time to support staff, be face-to-face with clients and their families, and offer a truly personal service.”

Charlesworth Community Care

“We’re safe in the knowledge that the software works and will keep ticking along. I’d have to rate it 9/10.”

SOS Homecare

“We’re now becoming a paperless company because we rarely have to print anything out”

NHS Woodfield 24

“We constantly have new referrals, whilst other patients pass away or need to increase their number of visits at very short notice. Frankly, I don’t know how we’d cope without CarePlanner “

Level 1, 8 Beulah Road,
Norwood SA 5067