Feature · Client budgets

Support at Home budget balances on every invoice

  • Each client’s projected Support at Home balances shown on every invoice
  • Days left in the funding period shown with each balance
  • A warning before approval when an invoice would push a balance into deficit
See how it works

How it works

Each client’s projected Support at Home balances are synced from your care platform and shown while the invoice is reviewed. As the provider, you are responsible for any overspend, so balances are checked before approval, not after.

    • Balances are synced from your care platform every night, with the time of the last sync shown
    • They are the care platform’s own projected balances
    • The period is chosen from the earliest service date on the invoice
    • Business expense invoices are not counted against any client

Frequently asked

Client budgets

Something we have not covered? Ask us directly.

Each client's ongoing home support budget under Support at Home, their separate assistive technology and home modifications funding, and their unspent funds. Every projected balance is shown while reviewing the invoice, with the days remaining in its period.

Kate Harriot, Finance Manager at Ideally Home Care
Kate Harriot
Finance Manager, Ideally Home Care

“I don't know how I could have done invoicing without something like Invoice Harbour.”

Ready to see it for yourself?