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Finance & invoicing

From every shift to the bigger picture.

Keep client charges, employee costs and revenue in view, then manage invoices and payment progress with confidence.

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StaffAxis /Finance overview Your workspace
A CLEARER PICTURE OF THE WEEK

Finance overview

This week
Client charges£14,820
Employee costs£10,940
Shift revenue£3,880
Client / employeePeriodAmountStatus
Oakfield CareWeekly overview26–30 Oct£4,320Approved
Meadow HouseWeekly overview26–30 Oct£3,840To review
Willow LodgeWeekly overview26–30 Oct£2,760Approved
Figures shown for illustration only.

Illustrative product screen · sample information

Understand the value of the work, shift by shift.

Agency finance begins with the work your people deliver. The client charge, employee cost and revenue need to be understood in relation to the shift, the agreed rates and the approved working time. StaffAxis connects these pieces so finance is part of the operational picture rather than a separate reconstruction of it.

Review shift finances, prepare invoices and follow outstanding or received payments in a connected workflow. Whether the team is checking one booking or looking across a reporting period, the aim is a clearer conversation about what has been delivered and where the financial work stands.

What your team can do with finance & invoicing

Client charges and employee costs

Review the financial components associated with a shift, including client charging and employee cost information. Seeing them together helps the office understand the relationship between the booking and its financial result.

Rate arrangements for your work

Manage rates that reflect the days and times your agency works. This includes day, night and bank-holiday arrangements where configured, so commercial terms can be considered alongside the actual shift pattern.

Split-rate working periods

Where a shift crosses applicable charging periods, the financial detail can show the relevant parts of the work. This gives the team more context than treating every hour of an overnight booking as necessarily identical.

Invoice preparation and records

Create invoices connected to delivered work and return to invoice details when the office needs to review them. Keep the commercial document in the same wider client and shift workflow.

Outstanding and received payments

Use invoice and payment views to follow what remains unpaid and what has been received. This supports a more focused accounts conversation and gives colleagues a place to return when checking progress.

Shift finance over a period

Use the finance dashboard and date or branch views to look beyond an individual booking. Review charging, employee costs and revenue in the part of the agency and period relevant to your responsibilities.

An overnight booking with different charging periods.

A night shift continues into a bank holiday. The agency reviews the applicable rate arrangement and the financial detail for the different parts of the booking. Once the hours and amounts have been checked, the work can continue into invoicing, giving the accounts team a clearer basis for discussing the charge with the client.

Illustrative working-day example.

A connected workflow, step by step

Review approved work

Begin with the shift and approved work. Review the applicable client charge and employee-cost detail, including any different charging periods that are relevant to the booking.

Prepare the invoice

Prepare the invoice through the agency’s billing process and review the client information it contains. Keep the document connected to the work and relationship it represents.

Follow payment progress

Follow the invoice into payment activity and use the financial views to review progress. Return to the underlying shift detail when a colleague or client asks how an amount relates to delivered work.

Your questions, answered

Yes. Client rates can reflect different days, times and bank-holiday arrangements.

Keep your agency connected

Digital timesheets

Connect check-in, check-out and timesheet approval to the shifts your agency has delivered.

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Employee pay

Bring employee pay information and pay runs closer to approved work, with a clear view for the team handling payments.

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Reports & dashboards

Bring operations, recruitment, compliance and shift finance into focus so your team can spend less time piecing the picture together.

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Bring your agency’s working day together

Explore StaffAxis with a walkthrough built around your people, your clients and the work you want to make easier.

Book your StaffAxis demoYour agency. Your questions. A clearer next step.