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Finance & invoicing

From approved shifts to paid invoices.

Turn approved shifts into client invoices. Create invoices by group, client or unit, send them with optional digital timesheets and track payments in one place.

See it in actionExplore the details
StaffAxis /Finance overview Your workspace
A CLEARER PICTURE OF THE WEEK

Finance overview

This week
Client charges£14,820
Employee costs£10,940
Shift revenue£3,880
Client / employeePeriodAmountStatus
Oakfield CareWeekly overview26–30 Oct£4,320Approved
Meadow HouseWeekly overview26–30 Oct£3,840To review
Willow LodgeWeekly overview26–30 Oct£2,760Approved
Figures shown for illustration only.

Illustrative product screen · sample information

Make invoicing part of your everyday workflow.

Once shifts have been approved, your team can use them to create invoices directly for clients. StaffAxis keeps billing connected to the work your agency has delivered, making it easier to review the approved hours and charges before preparing an invoice.

Create invoices by group, by client or by unit to suit the way your customers are billed. Send invoices directly to the client, with the option to attach digital timesheets as supporting records of the work completed. Then track payments to see what has been received and what still needs follow-up.

What your team can do with finance & invoicing

Create invoices from approved shifts

Use approved shifts to create invoices directly for your clients. Keep billing connected to reviewed work, so your team can check the hours and charges against the shifts delivered.

Invoice by group, client or unit

Choose the billing level that suits your customer. Create invoices by group, by individual client or by unit, helping your accounts team organise billing around each customer’s arrangements.

Review charges before sending

Check the approved shifts, client details and charges before sending the invoice. Keep the shift information close to the billing record so your team can answer questions about the work and the amounts charged.

Send invoices directly to clients

Send the invoice directly to the client from StaffAxis. Keep invoice preparation and sending in the same workflow, helping your accounts team move from approved work to client billing with fewer separate steps.

Attach digital timesheets when needed

Choose whether to attach digital timesheets when sending an invoice. Give clients the supporting records they need to review the hours worked, understand the charges and process the invoice.

Track payments and outstanding invoices

Follow payment progress after an invoice has been sent. See what has been received and what remains unpaid, helping your team prioritise follow-up and keep a clear view of outstanding client payments.

A client invoice with the evidence attached.

Your team has approved a week’s shifts for a client with several units. The accounts team creates invoices at the required billing level: by group, client or unit. After checking the charges, they send the invoices directly to the client and choose to attach digital timesheets. The client receives the supporting shift records with the invoice, while your team tracks payments and follows up on any outstanding amounts.

Illustrative working-day example.

A connected workflow, step by step

Review approved work

Start with the approved shifts you need to bill. Check the hours, client details and charges, then choose whether to create invoices by group, client or unit.

Create and send the invoice

Create the invoice directly from approved shifts and review the details. Attach digital timesheets if the client needs supporting records, then send the invoice directly from StaffAxis.

Follow payment progress

Track payments against your invoices to see what has been received and what remains outstanding. Use the invoice and linked shift details to answer client questions and guide payment follow-up.

Your questions, answered

Yes. Approved shifts can be used to create invoices directly for clients, keeping billing connected to the work your team has reviewed.

Keep your agency connected

Digital timesheets

Connect check-in, check-out and timesheet approval to the shifts your agency has delivered.

More details

Employee pay

Bring employee pay information and pay runs closer to approved work, with a clear view for the team handling payments.

More details

Reports & dashboards

Bring operations, recruitment, compliance and shift finance into focus so your team can spend less time piecing the picture together.

More details

Make client billing easier to manage

See how StaffAxis brings approved shifts, client invoices, digital timesheet attachments and payment tracking into one connected workflow.

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