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 your invoices 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!
What Next?
By default, we’ve already activated the main Support Coordination and Recovery Coaching charge items for you. But if you need any custom charge items added, feel free to customise further based on your specific needs! To do so, check;
Adding custom charge items
Learn how to add specific charge items from the NDIS price guide to your account.
And there you have it! Your Invoice Configuration is now set up, and you're all set to manage your invoicing with ease. Remember, a well-configured finance setup means smoother operations and happier recipients. Cheers to efficient billing!