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Custom invoice for NDIS clients
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?
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!
