How do I generate and export Client Contribution Invoices?

Access

The support at home export report requires the “Client Support at Home Invoice Export“ permission, to be enabled on a user's position. This can be found in the Position Access section on the Reports & Forms tab.

Report Location

With the position permission enabled, the Support at Home Participant Invoice report can be found in Reports & Forms>Claiming/Invoice>Support at Home Participant Invoice.

The Support at Home Participant Invoice Export Criteria Page

The report page looks like this:

SAH Participant Invoice CSV Export – External Reference IDs

From version 2026.1.1, the SAH Participant Invoice CSV export will now populate with the external invoice and item reference IDs. Item references are formatted as ATT-X or INV-X and the invoice reference is set to the claim reference ID (csv file name).

The CSV file can be exported by enabling the “Export to CSV” option on the SAH Participant Invoice report in Reports & Forms>Claiming/Invoice>SAH Participant Invoice.