NDIS Invoices can be created from within a client's file, or directly from the client appointment on the calendar.


📝 Make sure you have entered the NDIS Plan Details, provider number and service type before you create your first NDIS invoice.

Create a NDIS invoice: calendar appointment

1. From the calendar, right click on the invoice icon then click on Create Invoice

💡 You can also right-click on the appointment and select Create Invoice

2. Fill out the Consultation Information section. NDIS funded will automatically default to Yes

3. Enter the billing information by typing the relevant NDIS item code, selecting the NDIS service type and apply payment to the invoice if required and click Save

Create a NDIS invoice: client's file

1. From the client's file, click on Invoicing and then Create Invoice

2. Fill out the Consultation Information section. NDIS funded will automatically default to Yes. Enter Billing Information by typing the relevant NDIS item code, selecting the NDIS service type and apply payment to the invoice if required and click Save

💡 Once an invoice has been paid, the amount will be deducted from the NDIS Plan Details. You will also notice the NDIS Plan Details have been locked, to unlock click the lock icon and then Update Client.

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