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Amr1t8's avatar
Amr1t8
Contributing User
1 year ago
Solved

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?

  • Sigrid-Solo's avatar
    Sigrid-Solo
    1 year ago

    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!

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  • StrataGeek's avatar
    StrataGeek
    Experienced User
    22 days ago

    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

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