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Invoicing

How to create & generate an invoice?           

1 min read Updated October 2026

  • In RotaWiz, invoice processing is divided into two parts: Create Invoices and Generate Invoices. In the first part, you can review the system-generated invoices, verify the details, and create the invoices. They will then be available in the Generate Invoices section.

Steps to Create an Invoice:

Step 1:

From the left-hand side menu, click on Invoices.

Step 2:

Click on Create Invoices and select NDIS & Care Coordination.

Step 3:

You will see the invoices available for the respective shifts. You can apply a Date Range filter to view invoices for a specific period.

Step 4:

Under the Action column on the right-hand side, click on the View icon for the invoice you want to review.

Step 5:

The invoice details page will open, displaying the following information:

    • Company Details: Displayed in the top-right corner.
    • Client Information: Displayed in the middle section.
    • Item: Displays the selected Line Item Number for the shift.
    • Description: Displays the Line Item Name, along with the shift date and time associated with the invoice.

Step 6:

If required, click on + Add New Row to add another invoice item or click on + Add Shift to include another shift’s details.

Step 7:

Update the Quantity if required. The Amount will be calculated automatically based on the updated quantity.

Step 8:

Review all the invoice details and click on Create Invoice from the bottom-right hand side.

Step 9:

The invoice will move to Generate Invoices > NDIS & Care Coordination.

Steps to Generate an Invoice:

Step 1:

From the left-hand side menu, click on Invoices.

Step 2:

Click on Generate Invoices and select NDIS & Care Coordination.

Step 3:

Locate the invoice with the Ready to Generate status.

Step 4:

Under the Action column, click on the three-dot menu (⋮) next to the invoice.

Step 5:

Select the required option:

    • Generate: Generate the invoice.
    • Edit: Make changes to the invoice.
    • Delete: Delete the invoice. The deleted invoice will return to the Create Invoices section.
    • View: View the invoice details.

Step 6:

Once the invoice is generated, click on the three-dot menu (⋮) to access the following options:

    • Send Invoice by Email: Send the invoice to the relevant recipient.
    • View: View the generated invoice.
    • Download: Download the invoice.
    • Void: Void the invoice.

Notes

  • To view past invoices which are under pending status, use the filters available at the top-left hand side to select the required Date Range and Invoice Type. If you have the invoice number, you can enter it as well.
  • Click on the Search icon to filter and view the relevant invoices.
  • Only shifts that have the relevant Price Book and Line Item assigned during shift creation will appear under the Pending status in the Create Invoices section.
  • You can also create manual invoices in RotaWiz when required.

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