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Placement billing & finance

Connect agreed placement fees and approved additional charges to the invoicing process.

Who it supports

Finance teams, placement administrators, managers approving charges and provider owners.

What your team can do

Fee structures

Configure fee arrangements, including weekly, daily or hourly rates, for the relevant placements and funding arrangements.

Placement fees

Link base fees, enhancements and additional support charges to individual placements, retaining their fee history.

Billable-item approvals

Submit additional charges for review and approval before they are included in invoicing.

Retainers & void periods

Record retainer and void arrangements and review their effect on charges, including supported pro-rata calculations.

Invoice generation

Generate invoices from placement fees and approved items, with invoice documents and delivery workflows.

Local authority billing details

Maintain billing contacts, references, purchase-order information and payment terms for placing authorities.

Payments & billing reports

Review invoice and payment information alongside billing reports to support finance follow-up.

Xero integration

Connect supported accounting workflows with Xero. Confirm setup, permissions and the records to be synchronised.

How the work connects

A typical workflow

An example of how the work connects in practice.

Step 1

Agree the placement fees

Record the agreed fee arrangement and effective dates against the placement.

Step 2

Review additional charges

Approve relevant billable items and check retainers or void periods.

Step 3

Prepare the invoice

Review the invoice output and use the configured delivery or accounting workflow.

Built around your service

This area concerns the provider’s placement billing, not the subscription paid to Careborne. Finance staff must check charges against agreements and confirm tax treatment and accounting requirements.

Features are configured for your home type, with access managed through staff permissions. Bring your current process to a demo so we can show how the relevant workflows fit your service.

Connected areas

Referrals & placement assessment

Take a referral from the first document through assessment to admission. Give your team the information and AI assistance to make a considered placement decision.

Explore this area →

Reporting, oversight & organisation

See the detail in one home and the picture across your services. Bring staffing, occupancy, incidents and outstanding work into management views, reports and exports.

Explore this area →

Quality, compliance & evidence

Stay on top of checks, policies and quality reviews throughout the year. Use everyday records to prepare evidence for the responsibilities of your service.

Explore this area →

Your next step

See how Careborne fits your working day.

Explore packages for your service. If you’d like to see the work in practice first, we can tailor a demo around your team’s priorities.