Access Care Rostering

This page is designed for care providers who want to progress through the Invoicing Value Pathway independently. Below you'll find curated Knowledgebase articles grouped by maturity level. Each level builds on the previous one, so we recommend starting with Establish before moving on to Evolve and Excel.

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Lay the groundwork for accurate and efficient invoicing.

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11895629-add-a-new-service-funder">Create a new client or funder type</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11538959-create-an-invoice-run-and-period">Create invoice periods</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12299975-add-an-invoice-rate-sheet-to-service-funder">Add invoice rate sheet to funder</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13428609-change-invoice-logo">Change invoice logo</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13700789-update-invoice-payment-status">Mark invoice as paid</a>

- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11895629-add-a-new-service-funder">Create a new client or funder type</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11538959-create-an-invoice-run-and-period">Create invoice periods</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12299975-add-an-invoice-rate-sheet-to-service-funder">Add invoice rate sheet to funder</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13428609-change-invoice-logo">Change invoice logo</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13700789-update-invoice-payment-status">Mark invoice as paid</a>

Streamline and tailor your invoicing processes.

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12495465-apply-and-increasing-public-holiday-invoice-rates">Apply public holiday invoice rates</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12459891-manage-ad-hoc-invoices">Manage ad hoc invoices</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13700775-change-invoice-delivery-method">Change invoice delivery method</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13428259-override-a-pay-and-invoice-rate">Override invoice rates</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13429181-export-an-invoice">Export invoices to Excel</a>

- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12495465-apply-and-increasing-public-holiday-invoice-rates">Apply public holiday invoice rates</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/12459891-manage-ad-hoc-invoices">Manage ad hoc invoices</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13700775-change-invoice-delivery-method">Change invoice delivery method</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13428259-override-a-pay-and-invoice-rate">Override invoice rates</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13429181-export-an-invoice">Export invoices to Excel</a>

Unlock automation and advanced financial oversight.

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11838088-create-a-payroll-run-and-period#h_3bfb0a700a">Set up automatic invoice run</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11538959-create-an-invoice-run-and-period">Invoice setup guide</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13429388-attach-an-invoice-rate-export-format-to-an-invoice-run">Attach invoice export format to an invoice run</a>

<a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13700829-split-invoice-rates-across-timeframes">Split invoice rates across timeframes</a>

<a href="https://credi" rel="nofollow noopener noreferrer" target="_blank">Credit invoices</a>

- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11838088-create-a-payroll-run-and-period#h_3bfb0a700a">Set up automatic invoice run</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/11538959-create-an-invoice-run-and-period">Invoice setup guide</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13429388-attach-an-invoice-rate-export-format-to-an-invoice-run">Attach invoice export format to an invoice run</a>
- <a href="https://help-accesspeopleplanner.theaccessgroup.com/en/articles/13700829-split-invoice-rates-across-timeframes">Split invoice rates across timeframes</a>
- <a href="https://credi" rel="nofollow noopener noreferrer" target="_blank">Credit invoices</a>

Need help deciding where to start? Assess your current level using <a href="https://rostering.scoreapp.com/" rel="nofollow noopener noreferrer" target="_blank">ScoreApp</a>, or <a href="https://forms.office.com/e/LeKgrZyG2g" rel="nofollow noopener noreferrer" target="_blank">arrange a free 30-minute call with a Customer Success Manager</a>.

In this article, we provide you with all the tools that you'll need for self-directed support on customised care focused invoicing.

Customised care focused invoicing - self-directed support

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