The batch invoice wizard lets you create invoices for multiple participants in one step — useful at end of month when you’re invoicing your full caseload.

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Before you start

All activities you want to invoice must be Approved before they’ll appear in the batch wizard.

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Steps

1

Go to Finance → Invoices

Click Finance in the sidebar, then Invoices. Click Batch Invoices in the top-right corner.
2

Review the participant list

CoordHub shows all participants with approved, un-invoiced activities. The wizard automatically filters to NDIA-managed participants first — the most common batch use case.Each participant row shows:
  • Participant name
  • Number of activities ready to invoice
  • Total dollar amount for those activities
The dollar amount is shown before you confirm — review each row to catch any surprises.
3

Select participants to include

Tick the participants you want to invoice in this batch. Use Select All if you’re invoicing everyone shown, or tick individually to be selective.
4

Confirm and create

Click Create Invoices. CoordHub creates one invoice per participant and moves all selected activities to Billed status.
5

Review created invoices

You’ll be taken to the Invoices list, filtered to show today’s newly created invoices. Review any that need attention before sending.

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Sending batch invoices

Batch creation generates the invoices but doesn’t automatically send them. Review the created invoices and click Send on each one, or use the bulk-send option if your organisation has that configured.
Run batch invoicing at the same time each month — end-of-month or beginning-of-month work best for plan managers who have their own billing cycles to manage.
Can I batch invoice for multiple support categories at once? Yes — the batch wizard groups activities by participant, not by support category. A single invoice per participant may include activities across multiple support categories (e.g. both Category 07 Support Coordination activities and any other billable items). CoordHub separates NDIA-managed and plan-managed activities into the correct invoice type automatically.What happens to activities I skip in the batch? Skipped activities remain in Approved status and will appear in the next batch run or when you create a single invoice for that participant. They’re not lost — they stay in the billing queue until you explicitly include them in an invoice or an administrator returns them to draft.Can I undo a batch invoice run? There’s no single “undo” for a batch run, but you can return individual invoices to draft from the Invoice detail page (before sending) or ask an administrator to do so. If you’ve already sent the invoices, the activities are locked — contact the plan manager or submit a correction via PRODA if you need to change a billed amount.