INVOICING & PAYMENTS
Send an invoice. Get paid. Move on.
Chasing payments is the worst part of running an NDIS practice. Carely lets you create invoices, send payment links by text, accept online payments, and automate follow-ups on overdue accounts — so you spend less time chasing and more time caring.
CREATE & SEND INVOICES
Professional invoices, straight from the platform.
Create invoices directly in Carely and send them to participants, plan managers, or self-managing participants. Customise with your logo, payment terms, and line items. Track payment status in real time — see what's paid, what's outstanding, and what's overdue at a glance. No need for a separate invoicing tool. Your invoices live alongside your contact records, conversations, and appointment history.
- Create and send invoices to participants, plan managers, or self-managing participants
- Customise with your logo, payment terms, and line items
- Real-time payment status — paid, outstanding, overdue
- One less tool to pay for. One less login to remember.
STRIPE PAYMENTS & TEXT-TO-PAY
One tap. Paid.
Connect your Stripe account and accept credit card, debit card, and digital wallet payments. Send a payment link via SMS — the recipient taps the link, enters their details, and you're paid. No login required on their end. Text-to-pay is especially effective for self-managed NDIS participants and plan managers — higher open rates than email, faster payment than traditional invoicing. Set up recurring payments for ongoing services — weekly, fortnightly, or monthly billing that runs automatically.
- Accept credit card, debit card, and digital wallet payments
- Send payment links via SMS — one tap to pay
- No login required for recipients
- Recurring payments — weekly, fortnightly, or monthly
- Get paid in hours, not weeks
AUTOMATED PAYMENT FOLLOW-UPS
Stop chasing. Let the system do it.
Set up automated reminders for overdue invoices. If a payment hasn't been received after 7 days, Carely sends a gentle reminder. After 14 days, a firmer follow-up. After 30 days, an alert to your admin team. Customise the timing, message content, and escalation path. Your payment follow-up runs in the background while you focus on care delivery.
- Automated reminders at 7, 14, and 30 days overdue
- Customisable message content and escalation path
- Admin team alert for persistently overdue accounts
- Consistent follow-up without the awkward conversations
XERO INTEGRATION
Your invoicing and accounting, connected.
Sync Carely with Xero to keep your financial data consistent across platforms. When you create or update an invoice in Carely, the data flows through to Xero. No double entry. No reconciliation headaches. Your bookkeeper or accountant works in Xero as usual. Your team works in Carely. Everyone stays in sync.
- Two-way sync between Carely and Xero
- Invoices flow through automatically — no double entry
- No reconciliation headaches for your bookkeeper
- Accurate books without the manual data entry
Ready to get paid faster?
Book a 30-minute demo and we'll show you how Carely streamlines invoicing for NDIS providers.