Creating this template is a great way to customise what information the recipient sees when they receive an emailed or printed invoice. At the end of your billing cycle, you can generate a combined invoice for all the appointments you have conducted for the participant to be billed to the insurer. Lastly, process a batch payment once you have received payment from the Insurer.

1. From the client's file, click on Contacts and select Insurer from the drop-down menu. Skip to Step 3 if you have already created the Insurer contact previously

2. Click on Insurer List to add an insurer. Click on Add, populate the fields and click either Add & Save to Client or Add to Insurer List

3. On the Insurer Details page, click on Insurer List, select one of the pre-populated insurers you have previously entered, and click Add to Client
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💡 Adding an insurer to the Insurer List starts a collection of insurer contacts that you can apply to the current client you are in and other clients who may use the same insurer.

1. Start from the Dashboard

2. Then click on Setup and select Settings from the drop-down menu

3. Under Templates, click on Invoices

1. Click on Add Template

2. Write the name of your template (NDIS Insurer)

3. Set the recipient of your template as Insurer

4. To customise what elements are displayed on the invoice, select Edit Fields

5. We could suggest the following to be displayed for the NDIS template but you can customise it to match your workflow

6. Tick the elements you want to be presented and then close the pop-up box

7. Once you're happy with your invoice print template, click Save Template

Next step: Raise an NDIS invoice from a calendar appointment or directly from a client's file:

Create an NDIS Invoice

At the end of your billing cycle, you can generate a combined invoice for all the appointments you have conducted for the participant to be billed to the insurer.

This will provide you with a summary of multiple combined invoices.

1. From your client's file, click Invoicing

2. Click on Combine Multiple, and select the invoices you wish to combine.

3. Once selected, click on Click on the invoices and then click here!

4. Select the NDIS Template and Insurer as Invoice Recipient, then click Print or PDF

1. From the Dashboard > click Data

2. Proceed via Batch Jobs

3. Under the Invoicing section click Print Outstanding Invoices

4. Set your dates & filters, then click List Invoices

5. Click on the required invoices, then click Print Selected or Print All

1. Once you've opened a client's file, click on Invoicing

2. Click on Batch Payment, set the date range or any other filter (Insurer), then click on List Invoices

3. Enter payment details, then click Next, then click Complete to finalise the payment

🚀 You can sync all your invoices for accounting purposes in one place via our Xero add-on. Please, find more about it here: Xero