Custom invoice for NDIS clients

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.  

Quantity*

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

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.

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? 

Hi 

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.

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?

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!

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