Finance
Direct Charges

Direct Charges

Overview

Direct Charges allow you to bill for items that are not linked to a specific task or scheduled support. This is useful for situations such as:

Respite
Centre Capital Costs
Non-face-to-Face work
Direct charges for Supported Independent Living

Direct Charges come in two types:

One-Off Direct Charges – For single, standalone charges.
Recurring Direct Charges – For charges that repeat on a set schedule (daily, weekly, or monthly).

You can access Direct Charges by going to Finance > Direct Charges.

Creating Direct Charges

Direct Charges allow you to bill for items not linked to a specific task or scheduled support — such as respite, centre capital costs, non-face-to-face work, or SIL charges.

To create a direct charge:

Go to Finance > Direct Charges.
Select 'Create Direct Charge'

Select the Participant.
Date of the Direct charge
Enter the Charge Item, Quantity, and Claim Type.
Add a Description (appears on the invoice) and any Additional Details for internal use.
Click Create to save.

You can also create recurring direct charges. This will create a charge based on the parameters selected for this recurring charge. This recurring charge will be generated until the end date you select. Please see the alert below for more information on this.

To create a recurring direct charge simply;

Click 'create recurring direct charge'

To create a recurring charge you will need to:

Select the Participant.
Enter the Charge Item, Quantity, and Claim Type.
Add a Description (appears on the invoice) and any Additional Details for internal use.
Set the Recurrence details, they are the;
- Start Date
- End Date
- Repetition interval and period (Day, Week, Month)
Click Create to save.

Direct Vs Recurring Charges

One-Off vs Recurring Direct Charges
Feature	One-Off Direct Charge	Recurring Direct Charge
Purpose	Bill for a single, standalone charge not linked to a scheduled support or task.	Bill for the same charge on a set schedule (daily, weekly, or monthly).
Examples	One-time respite charge, single SIL charge, centre capital costs for a specific day.	Regular weekly respite charge, monthly SIL billing, ongoing centre capital costs.
Required Details	Participant, charge item, quantity, claim type, description, additional details (optional).	Same as one-off: participant, charge item, quantity, claim type, description, additional details (optional).
Recurrence Options	Not applicable.	Set start date, end date, and recurrence interval (daily, weekly, monthly).
When to Use	When the charge will only be applied once.	When the same charge will be applied on a regular, repeating schedule.

Searching for Direct Charges

The search bar in both Direct Charges and Recurring Direct Charges allows you to search by Participant or Charge Item, helping you quickly refine results and more easily identify active Direct Charges.