Welcome to the Finance Configuration page! This is where the magic happens to ensure your invoicing is spot-on and your custom NDIS charge items are all set up. Let's walk through the steps to get you configured and ready to bill like a pro.
Invoice Configuration
First things first, let's get your invoicing details sorted. Here’s what you need to do:
1. Organisation (Trading Name):
- Enter your organisation's trading name. If you're a sole trader, feel free to use your personal name here. This name will appear on your invoices and in your sent email messages.
2. ABN/ACN Number:
- Pop in your Australian Business Number (ABN) or Australian Company Number (ACN). This is crucial for your invoicing and compliance.
3. Invoice Email:
- This is the email address used as the 'Reply-to' when you send out invoices. It will also be displayed on the invoices themselves. Make sure it's an email you check regularly.
4. NDIS Registration Number:
- If you’re billing participants who are NDIA Agency Managed, you’ll need to enter your NDIS Registration Number here. This number is also included in the Bulk Upload Files.
5. Invoice Terms:
- Specify the number of days for your payment terms. This number will show up on your invoice due dates, so make it clear and reasonable.
6. Payment Instructions:
- Provide clear instructions for how your clients can make payments. Feel free to add a friendly message here to make the payment process as smooth as possible.
7. Invoice Logo:
- Upload your logo to personalise your invoices. A professional touch goes a long way!
Charge Items
Now, let's move on to the Charge Items tab. This is where you can activate the custom NDIS charge items you need.
1. Search Feature:
- Use the search bar to type in the desired Charge Item from the NDIS Pricing Arrangements.
2. Activate Item:
- Once you find the right charge item, simply press the Activate Item button. This will add the charge item to your available options in the app.
By default, we’ve already activated the main Support Coordination and Recovery Coaching charge items for you. But feel free to customise further based on your specific needs!
And there you have it! Your Finance Configuration is now set up, and you're all set to manage your invoicing and charge items with ease. Remember, a well-configured finance setup means smoother operations and happier recipients. Cheers to efficient billing!