Accurate and flexible invoicing is essential for care providers managing a mix of public and private funding models. This pathway helps organisations streamline billing processes, reduce manual effort, and ensure invoices are timely, correct, and aligned with contractual expectations. As you progress, you'll unlock automation, financial insights, and integration options that support sustainable growth.
Progression level
If you are unsure of which level you are, you'll be able to find your progression level from our ScoreApp.
Establish
Configure funder types and link funders to service users.
Set up invoice rate sheets and invoice periods.
Evolve
Manage visit changes, ad hoc charges, and reconciliation.
Configure VAT and advanced billing formats.
Implement client contributions and top-ups.
Excel
Automate invoicing workflows.
Deploy finance-focused Evo dashboards.
Integrate with third-party systems, e.g. Sage, QuickBooks.
Support options
Below is an overview of the three support options available for payroll precision, along with guidance on where to access each one.
Self-directed
If you're looking to explore and implement improvements independently, our Help Centre is your go-to resource. It contains curated support articles and guides specific to this pathway, helping you unlock functionality and drive value at your own pace.
Guided
Work with your Customer Success Manager or Technical Success Manager to identify areas for improvement and plan your next steps. This collaborative approach helps you focus on the outcomes that matter most to your organisation.
Expert-led
Engage with our consultants and trainers for tailored support, using FlexPoints or purchased services. This route is ideal for organisations looking to accelerate transformation or tackle complex challenges.