MYOB for Invoicing & Client Balances
Introduction
CareVision MYOB Sales Time Billing Export creates invoices for your
customers based on the work done – the calendar events on their profiles. It shows detailed and useful information on each transaction.
How to do MYOB Invoicing
The MYOB Sales Time Billing Export can be done on the Exports page in the Settings.
Export Type | Description | Input Example |
File Type | What type of Export File you would like to choose | MYOB Sales Time Billing |
Timezone | Which timezone you (or your organisation/branch) are in | Queensland |
From (Inclusive) | The start date of the selected period (The date selected is included in the period) | 1 Mar 2022 |
To (Exclusive) | The end date of the selected period (The date selected is excluded from the period) | 1 Apr 2022 |
Override Adjustment Period | Any adjustments to the transactions in the past will be applied if turned on | Yes |
Adjustment From (Inclusive) | The start date of the selected period for adjustments (The date selected is included in the period) | 3 Mar 2022 |
Adjustment To (Exclusive) | The end date of the selected period for adjustments (The date selected is excluded from the period) | 3 Apr 2022 |
Use Per Booking Applied Billing Category | Use per booking applied billing category if turned on | Yes |
Limit to Approved Items Only | Limit to items approved by admin/coordinators on the Service Review page if turned on | / |
Limit to Selected Clients Only | Limit to selected clients only from a multi-select dropdown list if turned on | Yes |
Select Clients | Can select the clients if Limit to Selected Clients Only is turned on | Cate Jones |
Limit to Specific Outlet ID | Different service (types) have different Outlet ID, this is used to filter the services (HCP, NDIS, ...) | / |
Select Outlet ID | Can select the Outlet IDs if Limit to Specific Outlet ID is turned on | / |
Use a Single Invoice Number per Client | Use a single invoice number per client if turned on | / |
Use Custom Invoice Prefix and Start Number | Is compulsory to fill if Use a Single Invoice Number per Client is turned on | / |
Departments | Can filter departments if turned on | / |
Regions | Can filter regions if turned on | / |
Include Waived Fees | Include waived fees if turned on, which means it shows the Funds in-deduct payment that client is allowed to not make to get the funding source | Yes |
Exported File and Where the Data Comes From
The table below shows the exported result. Many fields are empty, as they are not captured in CareVision or do not fit the Care Industry's needs, e.g., BSB (AU), Drawer/Account Name.
Field | CareVision Field | Example |
Co./Last Name | Client Last Name | Jones |
First Name | Client First Name | Cate |
Addr 1 | Address | |
Line 1 | Line | |
Invoice No. | Invoice No. | |
Date | Booking Date | 1/03/2022 10:00:00 AM |
Inclusive | If the adjustment's inclusive | |
Customer PO | Customer Purchase Oder Number | |
Ship Via | ||
Delivery Status | E | |
Detail Date | When | 1/03/2022 |
Activity ID | Organisation ref1: A Funding Source ref1: B Billing Category ref1: C Income Code: ABC | |
Hours/Units | Booking duration | 1 |
Note | Booking ref -Client Firstname - Service Name | Daily Fee - funds out |
Rate | 2.145 | |
Amount | Hours/Units * Rate | 2.145 |
Job | Billing Category Org Ref (When importing, must match a pre-existing job in the company file.) | |
Comment | ||
Journal Memo | ||
Promised Date | ||
Tax Code (AU) | FRE, INC, or EXC | |
GST Code (NZ) | ||
Tax Amount (AU) | ||
Freight Amount | ||
Freight Tax Code (AU) | ||
Freight GST Code (NZ) | ||
Freight Tax Amount (AU) | ||
Freight GST Amount (NZ) | ||
Sale Status | ||
Currency Code (Premier only) | ||
Terms - Payment is Due | 2 | |
Terms - Discount Days | ||
Terms - Balance Due Days | 7 | |
Terms - % Discount | ||
Terms - % Monthly Charge | 0.8542 | |
Salesperson Last Name | ||
Salesperson First Name | ||
Referral Source | ||
Amount Paid | ||
Payment Method | ||
Payment Notes | ||
Name on Card | ||
Card Number | ||
Authorisation Code | ||
Cheque Number | ||
BSB (AU) | ||
Account Number | ||
Drawer/Account Name | ||
Inc-Tax Amount | ||
Category | Reference 2 on the Billing Category | |
Location ID | ||
Record ID | Org Reference |
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