video1.0<iframe src="https://www.loom.com/embed/e7d6244c98534a95b9868a2f831378f5" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e7d6244c98534a95b9868a2f831378f5-e1c0afa698aa4c3a.gif247.533333In this video, I walk you through the invoicing requirements on the client profile within our Visual Care software. We specifically look at how to map clients to contacts in Xero using the Accounting Code feature, as well as how to set up payers for invoicing, such as plan managers or the NDIS. I demonstrate how to create a contact in Xero for a client, Zoe Afford, and explain the importance of linking payers correctly for invoicing purposes. I also highlight the scenario of managing clients who are partially plan-managed and partially agency-managed, emphasizing the need for separate agreements. Please ensure you follow the steps outlined to set up your clients and payers correctly.