Feature · Client budgets
Every client’s remaining funding, in view on every invoice
Approve supplier bills with each client’s Support at Home balance right in front of you. Quarterly ongoing budgets and AT-HM funding pools, read live from your care platform and updated as you process.
The shift
Support at Home changed how budgets have to be tracked
Support at Home replaced the Home Care Package program on 1 November 2025. Every participant now sits in one of eight classification levels, with a quarterly ongoing budget plus a separate AT-HM funding pool for assistive technology and home modifications.
- Eight classification levels per participant
- Quarterly ongoing budgets, with rollover caps that bite
- Separate AT-HM pools with a 12-month expiry
- Participant contributions on independence and everyday living services
If a supplier bill pushes a client past their remaining funding, the provider wears the cost. That decision has to be made on the invoice, while it is still in finance, not at the end of the quarter. Invoice Harbour brings the budget into the same view as the bill.
How it appears on the invoice
Balances at the moment of approval, not at month-end
As an invoice is processed, the client’s remaining Home Support and Home Modifications balances sit next to the bill, with days left in the current funding window. Low balances are flagged so finance can act before approving.
- Quarterly ongoing budget and AT-HM pool shown together on every invoice
- Days remaining in the funding window visible at a glance
- Low balances highlighted before approval, not after
- Balance updates as bills are processed, so the figure stays accurate day to day
- Audit trail kept with the invoice for compliance review
How it works
Live balances, without manual lookups
01
Care platform connected
Invoice Harbour reads each client's active funding, classifications and purchase orders from your care platform. No spreadsheets to maintain.
02
Balance shown on every bill
When a supplier invoice arrives, the remaining funding for each relevant pool is shown right on the invoice, with days left and movement since the last update.
03
Balance recalculated on approval
Once the bill is approved and published, the spend is recorded against the right pool. The balance updates, so the next invoice already reflects the spend.
Frequently asked
Client budget tracking, common questions
What budgets does Invoice Harbour track?
Each client's quarterly ongoing budget under Support at Home, and their separate AT-HM funding pool for assistive technology and home modifications. Both balances are shown on the invoice as you process it, with the days remaining for each pool.
Where do the balances come from?
Balances are read live from your care platform. As bills are processed in Invoice Harbour, the remaining funding updates so the number you see is always current. Nothing for finance to copy across by hand.
What happens if a bill would push a client over budget?
The low balance is highlighted on the invoice. Your team sees the over-spend before approving, not at month-end when it is too late. The bill can be rejected, queued, or escalated to the care team while it is still in finance.
Does this help with unspent funds reporting?
Yes. Because every supplier invoice is matched to a client purchase order and recorded against the right funding pool as it is processed, the unspent-funds position stays current. Quarterly rollover caps and AT-HM 12-month expiry rules are easier to respect when the number is right day to day.
Does this work for clients still on Home Care Packages?
Support at Home replaced the Home Care Package program on 1 November 2025. Providers still have a tail of transitional clients and historical reconciliation to do. Invoice Harbour reads whatever funding records the care platform exposes, so legacy balances stay visible while new clients flow through the Support at Home structure.
Approve with the budget in front of you
Bring us five of your real Support at Home invoices and we will show you how each client’s funding flows through. Twenty minutes, no slides.