Invoicing & payments

Help your practice bill clients and third parties and collect payments with a comprehensive and connected invoicing system.

send invoice
Send invoices

Create, send & collect

Streamline your billing process with templates and quick send options.

  • Create invoices straight from an appointment to clients or third parties
  • NDIS enabled, with links to participant funding, time and item codes
  • Bill other third parties in bulk, per your billing periods

Your payment integrations await

Receive your payments faster and provide payment options to your clients.

  • Clients can ‘Pay Now’ via a button on their invoice or process payments online for them with Pin Payments
  • Process in-person transactions as well as Private Health fund claims with your paired Tyro terminal
  • Enjoy free Medicare billing and claiming straight from a client’s invoice

Free Medicare & DVA billing and claiming

Our free, direct integration with Medicare Online is one of a kind.

  • Process bills and claims straight from a client’s invoice
  • Get instant claim submission results from Medicare
  • Track bulk bill and DVA payments via reporting

Synchronised invoices & payments

Get all of your coreplus invoices and payments synced to Xero, the cloud accounting software for small business.

  • Select from multiple sync type options for your business needs
  • Option to sync across client details, or use a de-identified placeholder

Unlimited invoice templates

Comprehensive, branded invoices with business details, logos and more

  • Create unlimited invoice templates with associated recipient types
  • Enjoy free text fields for your billing T’s & C’s or direct deposit process
  • Choose from over 40 fields to add to your template
Batch functions

Generate batch invoices for third party payers

Streamline your third party billing processes with easy batch invoices and batch payments.

  • Filter invoices by specific client, third party, practice location, client group and more
  • Email or print generated invoices to a third party or client
  • Process a batch payment to multiple invoices
batch functions

Even more Invoicing & payment features to love

Apply multiple services, item codes, or stock to one invoice
Add invoice notes that are hidden or visible to the recipient
Set default invoice template
Send SMS to debtors by outstanding period
Enjoy a ✓ marked on appointments with a paid invoice
Quantity invoicing for time or stock
Medicare/DVA online patient verification
MBS and DVA item schedule for easy item type creation
HSP item and device schedule for easy item type creation
Client invoice history
Low stock level alerts
Create stock item types and add current, min and max levels
Detail financial and invoicing  reporting
Stored payment details on client record
Instant or Manual online payment options
Track practice expenses and run reporting for tax time
Account statements on every client record
Pin your preferred payment method

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