Bulk invoice generation — select date range and generate for all clients simultaneously
5 Invoice Types Built for Home Care
CareVaultc includes every invoice format that domiciliary care agencies need: Commissioner Invoice with embedded weekly hour breakdown, Activity Report, Consolidated multi-client invoice, Monthly Summary Sheet, and Private client invoice.
Each format is purpose-built for its audience. The Commissioner invoice matches what HSE (Ireland), local authorities (UK), and other funding bodies expect to see. The Activity Report provides the granular visit-by-visit detail required for audit. The Private invoice is clean and professional for families paying directly.
You don't need to maintain templates in Word or Excel. Select the invoice type, set the date range, and CareVaultc generates a correctly formatted document every time.
Bulk Generate All Clients
Select a date range, click generate, and CareVaultc produces invoices for every client in seconds. Download individually or as a ZIP file. What used to take 2 days of manual work now takes 2 minutes.
The bulk generator handles mixed invoice types. If some clients are commissioner-funded and others are private, each gets the correct invoice format automatically based on their funding source.
Run a preview before generating to catch any issues — missing rates, unapproved timesheets, or incomplete visit records. Fix problems before they reach commissioners.
Commissioner Compliance
Invoice format meets requirements for HSE (Ireland), local authorities (UK), and other commissioners. Client name, reference number, dates of service, hours delivered per week, rates, and totals are itemised exactly as funding bodies expect.
When commissioner requirements change, CareVaultc updates the template. You don't need to manually adjust your invoice layout to match new compliance expectations.
Billable Cancellation Handling
CareVaultc distinguishes between billable cancellations (client cancelled with insufficient notice) and non-billable cancellations. Only appropriate visits appear on invoices — eliminating the number one cause of commissioner invoice queries.
Every cancellation requires a reason from a dropdown list. The reason determines whether the visit is billable. This decision is made at the point of cancellation, not weeks later during invoicing when nobody remembers what happened.
Commissioners can see the cancellation reason on the Activity Report, reducing back-and-forth queries and speeding up payment approval.
Automatic Rate Application
Invoices pull rates directly from the client's contract or service agreement stored in CareVaultc. No manual rate entry on each invoice means no rate errors.
When contract rates change mid-period, the system applies the correct rate to each visit based on the date of service — the same date-aware logic that powers the payroll engine.
PDF Download & Export
Professional PDF invoices ready for email or print. The design is clean, branded, and includes all reference numbers that commissioners need for their own payment systems.
Export underlying invoice data for your accounting software — Sage, Xero, QuickBooks, or any system that accepts CSV imports. Keep your accounts package in sync without double-entry.