Invoicing
Handle complex billing, multiple payers, and different rate structures, without the admin headache.
How it works
1. Set the rates
Define your rates and contracts once, so the right funding and charge is applied to every visit automatically.
2. Confirm the visit
Review the completed visit so everything’s in order.
3. Generate the invoice
The right rates and contract types get applied - you can even split invoices across multiple funders.
How it helps
Easily handle funding complexity
Configure your invoice, travel, and bank holiday rates once, and Birdie applies them automatically from there.
- Choose from single, banded, fixed, and service-type rate structures
- Add recurring charges and Birdie includes them in invoices automatically
- Apply the right rate to the right visit without manual calculation
Get all your invoices in one place
Everything generated across your billing cycles stays in one clear view. Spot errors, confirm visits, and make changes that update immediately.
- Review and confirm visits before invoicing - filter by discrepancy to catch timing mismatches before they reach your invoice
- See all invoices and their current status in one view
- Simplify month-end processing with bulk actions on your invoices
Send the right invoice to the right funder, every time
Link billing cycles to contracts, choose the format each payer receives, and send invoices directly from Birdie.
- Set up weekly, 2-weekly, 4-weekly, or monthly billing cycles
- Run multiple cycles at the same time for different funders and contract types
- Set invoice format per contact (standard, local authority, or NHS) and send by email directly from the system
- Record payment method and reference number against each payer (direct debit, manual, or none)
- Access pre-built reports for local authority and council contracts, including ECM (Electronic Call Monitoring) for council verification
"What used to take a full day with our previous system now takes less than an hour and a half. We've found that the results are a hundred percent accurate."
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Frequently asked questions
Can I choose how often I generate invoices?
Yes. You can set up billing cycles to match exactly how each of your funders pays: weekly, 2-weekly, 4-weekly, or monthly. Link each cycle to the relevant contract and Birdie automatically pulls the correct visits for that period, so you don't have to work out the dates manually.
Can I invoice for different types of care and funding?
Yes. Birdie supports invoicing across private, local authority, NHS, and direct payment contracts. You can manage multiple funders for a single person and split invoices accordingly.
Can I invoice based on actual or planned visit times?
You can choose. Birdie handles both options, so whether you invoice on actuals or planned timings, you can set this up to match how you work.
Can I export invoices to my accounting software?
Yes. You can export invoices as a CSV file and upload them to your accounting software. For Xero users, Birdie also has a dedicated Xero Invoicing Template in Birdie Analytics — it formats your invoice data so it's ready to upload directly into Xero, with no reformatting needed.
How does Birdie handle complex pay and invoice rate setups?
Birdie supports a full range of rate types including single, banded, fixed, service type, travel, and bank holiday rates. Once configured, these are applied automatically, reducing manual calculation and the risk of errors.
What reporting is available for local authority contracts?
Birdie includes a set of pre-built reports for local authority and council contracts, including ECM reporting. These can be filtered and exported to support portal uploads and billing submissions alongside your invoices.
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99.9% uptime
99.9% uptime
99.9% uptime