Forum Discussion

Jebli97's avatar
Jebli97
Member
3 years ago

Bill to and Customer Separation

Hi there!   Im looking at setting up invoicing for NDIS participants. I want to invoice to a Plan Manager, Coordinator ect. but have all the clients name, details, NDIS ID ect on the invoice Thi...
LRBooks61's avatar
LRBooks61
Ultimate Cover User
3 years ago

Hi

I understand your isue as one of my clients has to do the ae

 

At present they have the email address set up as the NDI poier as they requir the nvoice to be mae out to the client.

 

payments need to be allocated as per the remittance, this is very time consuming also as they have to go to undeposited funds

 

Interested to see if anyone has another suggestion

Lisa

 

 

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