Custom invoice for NDIS clients

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!