Invoicing & Billing
Management
Invoicing and Billing that fuels your mission,
Not your to-do list
Power your mission with fast, reliable invoicing and billing designed for purpose-driven teams.
Billing doesn’t have to slow you down. With PlanStreet’s Invoicing & Billing tools, you can easily create, submit, and track invoices whether it’s for Medicaid, Medicare, third-party payers, or internal funding. Spend less time on manual tasks, avoid errors, and get paid faster all with a solution designed for human services.
What can PlanStreet’s Invoicing & Billing feature do for you?
PlanStreet’s Invoicing & Billing module brings everything together, your services, case records, and funding sources in one fully integrated system. Your team can easily generate detailed invoices based on time logs, service delivery, or billing codes, without jumping between platforms.
The result? Faster, more accurate billing that’s always audit-ready so you can handle billing confidently and keep everything running smoothly.
The Real-World Challenge
For many community organizations and providers, billing can be one of the most time-consuming and stressful parts of the job. Some of the most common headaches include:
Manual entry and disconnected systems that cause duplicate work
Invoices that go out late or with errors, slowing down cash flow
Complex billing rules tied to different funders or contracts
Gaps between services delivered and what gets billed
PlanStreet helps close these gaps with a smoother billing experience that connects directly to your service data so your team can work smoothly and with peace of mind.
What you can do with PlanStreet’s Invoicing & Billing
Service-Based
Invoice Generation
Automatically pull billing details from completed services, sessions, or time logs, no more retyping or juggling spreadsheets
Custom Billing
Rules
Set up billing rules that fit your funders, service types, contracts, or units of service whatever works for you.
Batch
Invoicing
Create multiple invoices at once, with flexible filters by program, client, or date perfect for monthly cycles or big caseloads.
Real-Time Status
Tracking
Easily see where every invoice stands — draft, submitted, paid, or overdue all at a glance.
Built-In
Audit Trails
Keep a clear record of changes, submissions, and approvals to stay compliant and ready for audits.
Export & Integration
Options
Export invoices in the format you need (PDF, CSV, Excel) and connect with your accounting tools to fit right into your financial workflow.
Why it matters
A strong billing process isn’t just about getting paid, it’s about:
Keeping trust with your funders and payers
Meeting compliance and reporting needs
Keeping things running smoothly, without unnecessary delays
Making the billing process easier and less time-consuming for staff
With PlanStreet, billing goes from a stress point to a strength.