Hi,
I provide support to NDIS clients.
while invoicing I want the NDIS number to be visible every time.
right now , I am adding their NDIS number to notes. I have to go back and front doing this and is inconvenient
is there a way for me to permanently store NDIS number in contacts so I don’t have additional hassle?
Hey Amr1t8 can you tell me a little bit more about your invoices, are you looking to add the NDIS client number or the NDIS provider number to the invoices?
Another one from us Amr1t8 would you be interested in joining us for a research session to help us better understand your needs with NDIS invoicing a bit more? We're building Solo with you, for you!
Yes.
i just need a option along with NDIS participants details where i can clearly state their number.
NDis client number
Hey Amr1t8 you can add the NDIS client number at the very beginning of your customers first name or at the end of their last name. That way every time you select this customer their name will automatically populate into the invoice!
Our product team are also busy behind the scenes working on creating invoices better for our NDIS support workers. Let us know if you are interested in providing further feedback.
