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

Flexibility

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.

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.