Everyday coordination
Sending a quick invoice
Attach an invoice to a task for the person who needs to handle it, or create a tracking task for yourself. Kinovo records the follow-up; payment and accounting stay in your usual systems.
Who this article is for
Professionals who need a client care team to review or handle an invoice
Where to find it
- Open Invoices and choose Add invoice. You can also choose Add invoice from the Tasks creation menu.
- If no client is selected, choose the correct client care team before attaching the invoice.
Check who needs to handle the invoice
Kinovo suggests the client’s saved invoice contact when that person is an active team member. Otherwise, it falls back to the Team leader. Check the funding arrangement and intended recipient before sending; a professional’s job title alone does not make them the invoice contact.
For an NDIA-managed arrangement, the form explains that submission normally happens outside Kinovo. Continue only if you also need a tracking task, and check who will own it.
Create the invoice action
- 1
Choose the client and purpose
Check the care team. Choose whether someone else needs to act or you are tracking the invoice yourself.
- 2
Attach the invoice
Use the invoice you prepared in your usual system. The invoice field accepts the document or image formats shown, up to 8 MB.
- 3
Review the request
Check the suggested title and message. Say what you need the recipient to do, such as review the invoice or confirm where it was sent.
- 4
Check the recipient and date
The suggested date is 14 Brisbane calendar days ahead. Change it if needed and confirm the responsible person.
- 5
Send or save the tracking task
Wait for confirmation. Sending the task does not pay the invoice or prove that someone has read it.
Respond with what actually happened
The assigned person explicitly chooses what to record: an external submission report, a payment report or a request for more information. Add a note or supporting receipt where appropriate.
Check file access before submitting. The usual invoice-response access includes the uploader, person at the centre, Team leader and professional who sent the invoice. The sender can then review the response.
Payment reported is information supplied by the responder. Kinovo does not independently verify the payment.
Follow up from Invoices or Tasks
Professionals can use Invoices to find invoice actions and the invoice, receipt or confirmation files they remain permitted to access. Open the linked task when you need the request and response history.
- Check who is responsible and whether a response is waiting for review.
- Download permitted records you need for your own business records.
- If a file or action is unavailable, check your current access rather than assuming the invoice was deleted.
Keep payment and accounting in the right system
Kinovo does not process the payment
Use your usual payment, claim-submission and accounting processes. Keep the records your business needs outside Kinovo as well; access to a care team or particular file can change.
Still need help?
Tell us which step you need help with and any error you saw. Leave out passwords, invitation links and private care information that is not needed to explain the problem.
Ask Kinovo support