Monthly statements for Support at Home clients

The short version

Open Billing, choose the Statements tab, pick a month and select Generate statement next to a client. Teiro builds a PDF and saves it in that client's documents.

Generate a statement

1. 1.Open Billing and choose the Statements tab.
2. 2.Use the Month dropdown. It lists the last 12 months, newest first.
3. 3.Find the client. Search participant filters the list by name.
4. 4.Select Generate statement on their row.
5. 5.When it finishes, a message says "Statement saved to (client name)'s documents". The row now reads Generated with the date, and the button changes to Regenerate.

The list has one row for every client with Support at Home funding, including clients with no services that month. The SERVICES column shows how many billed services they had in the month. There is no bulk action, so you generate each statement from its own row.

Select a generated row to open the PDF. If it will not open, a dialog reads "Could not open statement" and asks you to try again.

Regenerate a statement

Select Regenerate to rebuild it. Teiro replaces the earlier PDF rather than adding a second copy, so a client only ever has one statement per month. Regenerate after a contribution is confirmed or after you fix a line.

Where the statement is saved

The PDF is saved to the client's record as a document named Statement followed by the month, for example Statement 2026-10.

What is on the statement

• The provider name, the client, the month and the issue date.
• Your funding. Quarterly budget after care management, spent so far this quarter, and remaining funding. If the client has no quarterly budget recorded, only the spent figure shows.
• Care management this month (units).
• Services this month. One row for each service with the date, service, units, price, subsidy and the client's contribution, plus a Notes column that reads Cancelled where the service was cancelled.
• Total contributions.
• The organisation's contact email, if you have set one.

The contribution on each row is the amount Services Australia confirmed. Where nothing is confirmed yet, it is the estimate. Held, rejected, cancelled and written-off lines are left out of the figures.

Who can do this

You need permission to read billing lines to see the list, and permission to generate invoices to generate a statement.

Next steps

• Billing Support at Home services in Teiro
• Care management in Support at Home

Want to see statements with your own clients? Book a demo or sign up free.