nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Custom invoice for NDIS clients

Amr1t8

I provide some cleaning to NDIS clients. They have certain invoice requirements.

how to I tailor my invoices as per their requirements in this app?

Find more posts tagged with

Accepted answers

Sigrid-Solo

Hi there!

To get everything set up smoothly for your NDIS invoices, here’s what you need to do:

Settings

Your NDIS Business Name: Add this in your settings.
Your ABN: Pop this into the settings too.

Contacts

Participant Details:
- Add the participant’s name and NDIS number in contacts. For now, you can add their NDIS to their name, this will ensure it shows up on their invoices.
Participant’s Address: If it’s for Specialist Disability Accommodation (SDA), make sure you include their address (with postcode) in contacts.

Invoices

Support Item Number:
- Add this in the description.
- Heads up: Starting March, you’ll be able to save support items for quick reuse. 🎉 Plus, you’ll be able to edit saved items when needed.
Amount & Quantity Claimed:
- Use the quantity and pricing fields for this—it’s super straightforward.
- Example: $51.09 each x 2 units = $102.18
Claim Type: Add this in the description.
- Example: Non-face-to-face support, provider travel, short notice cancellation, or NDIS Requested Report.
Date(s) of Support: Don’t forget to add the dates in the description too.

Already Covered

Total Invoice Amount: This is already included!
GST Component: If you’re GST-registered, it’s already factored in (most NDIS services are GST-free).

Extra Notes

If you don’t like adding your provider number in fields like name, address, website, or phone, you can always use the notes field instead.
- And great news: Saved notes are on their way soon for easy reuse! 💾
You can always add any extra information needed to the invoice notes.

I hope this helped! If you have any further questions then please do reach out!

All comments

Sigrid-Solo

Hi there!

To get everything set up smoothly for your NDIS invoices, here’s what you need to do:

Settings

Your NDIS Business Name: Add this in your settings.
Your ABN: Pop this into the settings too.

Contacts

Participant Details:
- Add the participant’s name and NDIS number in contacts. For now, you can add their NDIS to their name, this will ensure it shows up on their invoices.
Participant’s Address: If it’s for Specialist Disability Accommodation (SDA), make sure you include their address (with postcode) in contacts.

Invoices

Support Item Number:
- Add this in the description.
- Heads up: Starting March, you’ll be able to save support items for quick reuse. 🎉 Plus, you’ll be able to edit saved items when needed.
Amount & Quantity Claimed:
- Use the quantity and pricing fields for this—it’s super straightforward.
- Example: $51.09 each x 2 units = $102.18
Claim Type: Add this in the description.
- Example: Non-face-to-face support, provider travel, short notice cancellation, or NDIS Requested Report.
Date(s) of Support: Don’t forget to add the dates in the description too.

Already Covered

Total Invoice Amount: This is already included!
GST Component: If you’re GST-registered, it’s already factored in (most NDIS services are GST-free).

Extra Notes

If you don’t like adding your provider number in fields like name, address, website, or phone, you can always use the notes field instead.
- And great news: Saved notes are on their way soon for easy reuse! 💾
You can always add any extra information needed to the invoice notes.

I hope this helped! If you have any further questions then please do reach out!

Ben-Solo

@Amr1t8 we are so keen to make sure we look after our NDIS providers. You do important work and we want to make it easier for you to do it.

Please do let us know if there's more we can do to make Solo more straightforward to use when billing NDIS participants?

Ardjen

Hi I have this same problem my issue is the unit quality for an item - I have created the description but if I do 6 hours cleaning I don't want to repeat the same description 6 times to get the right quantity of hours and total ? I hope this makes sense like I need to be able to put hours a description and then just enter 6 as the quantity of hours rather then duplicating each item description for 1 unit.

Ardjen

Quantity*

Ardjen

For how do you just put 3 in the units section - there is no option on my app

Amr1t8

I want NDIS number to be displayed on invoices. How do I do that?

I have been putting them on notes and it’s tedious.

Maggie-Solo

Hey @Amr1t8 I can see that you've started a new conversation here. Are you looking to add the NDIS client number or the NDIS provider number to the invoices?

endoflease

For NDIS clients, the invoice usually needs a bit more detail than a standard invoice. Make sure it includes your business name, ABN, the client’s details, the date the cleaning was provided, a clear description of the service, the relevant support item number, the number of hours worked, your hourly rate and the total amount.

It is usually best to create a separate invoice for each participant. In the app, check whether you can customise the invoice template or add extra information through custom fields and item descriptions.

You should also ask the client or their plan manager whether they need the participant number, service agreement details or any specific wording. If the app does not support these fields, contact the app’s support team and ask whether they have an NDIS invoice template.

Sigrid-Solo

Some super handy tips there @endoflease 🙌

The NDIS definitely has unique needs when it comes to invoicing, so we're always keen to hear feedback and suggestions from our users! 😃 Our product team is even collecting feedback specifically from NDIS and healthcare workers via this questionnaire here, so we can learn exactly what those needs are.

Make sure to jump on and share your thoughts!

StrataGeek

Just as an addendum for this, if you have any text you repetitively have to include, consider using iOS' Text Replacement function in the Settings app (Settings > General > Keyboard > Text Replacement).

This allows you to specify a short snippet of text which when you press return, space, fullstop, etc. does the replacement of the snippet with the desired text.

For example, if I type "ABNx" my ABN is typed out without spaces (using x allows me to type "ABN" as needed without my number then showing up – it's a standard I use for all the abbreviations I have in Text Replacement so I can use each acronym/abbreviation as is but easily get the full text I want).

Similarly, for when I want to have spaces in there, I use "ABNsp" which types out my ABN with the usual format of spacing.

I use this for websites, e-mail addresses, phone numbers, and a whole lot more.

You can even do multiple lines – just type the material you want in any other app you can type into (including Mail, Notes, etc.) and you can copy that text from that app and then paste it into the Phrase field when adding a replacement in Settings.

I have multi-line replacements for bank account details, so I just type "bankac" or "banksm" to get my base bank details or "banksolo" to get my Solo Money account details typed out.

If you use iCloud and a Mac/iPad, Text Replacements are shared across your iCloud-connected devices (on the Mac, go to Settings > Keyboard > Text Replacements… – I find it easier to do multi-line replacements on the Mac, but it is possibel to do on iPhone.

Text Replacements have no text style information, they just get typed in whatever format is currently active for text (Bold, size, etc.), but they can include tabs or other special characters.

I might pull this post out as its own topic, but thought the above definitely applies for text you use regularly which you can't get auto-added via invoice templates or item/contact details.

Sean

endoflease

Thanks for the reply! 😊 I've completed the questionnaire and shared my feedback.

We work with NDIS participants regularly through End of Lease Cleaning Services Sydney, so we've seen firsthand how important detailed, compliant invoices are for participants and plan managers. Hopefully the feedback helps make invoicing even easier for everyone.

For anyone interested in how we support NDIS cleaning services, you can also find more information here.