Lumary Help Center home page
Community
Sign in
  1. Lumary
  2. Lumary AH
  3. Claim and invoice funds

Claim and invoice funds

Follow New articles New articles and comments

Invoice clients, manage payments and generate funding claims.

  • Adding a refund to an allied health payment
  • Generate bulk invoices for allied health clients
  • Generate an invoice from an allied health client's appointment
  • Generate an invoice from an allied health site
  • Add an ad hoc service to an allied health invoice
  • Generate and send an allied health invoice PDF
  • Distribute multiple invoices for allied health clients
  • Add a payment to an allied health invoice

Bank statement consumption and automated payment generation

  • Overview of bank statements matching in allied health
  • Uploading a bank statement in allied health
  • Ignoring bank transactions automatically in allied health
  • Overview of the bank statement page in allied health
  • Auto-matching invoices to transactions in allied health
See all 9 articles

Claim NDIS funding

  • Create an NDIS extract for allied health
  • Generate an NDIS bulk upload file for allied health
  • Upload an NDIS results file for allied health
  • Manage NDIS claim errors for allied health
  • Upload an NDIS remittance file for allied health
See all 6 articles
Lumary
Powered by Zendesk