Common Q & A

How do I create an invoice to NDIA?

• Navigate to the ‘Invoice to NDIA’ tab in Funding.

• Click on ‘Create’ and search for the client.

• Select the invoice template (customised via CRM).

• Enter the invoice number, start and end period.

• Choose the frequency for recurring invoices (e.g., daily, monthly).

• Add line items by selecting the product/code and updating the quantity and tax rate.

• Click Save to create the invoice.

How can I filter and search for invoices?

• Client: Search by client name or NDIS number.

• Date Range: Set the start and end date for invoices.

• Status: Filter by status, e.g. Awaiting Approval, On Hold, Approved, NDIA Claimed, etc.

• Sync Status: Filter for synced or unsynced invoices.

What happens if an invoice is submitted in error?

If the invoice is in the NDIA claimed or NDIA reconciled stage, you can resubmit it.For erroneous invoices that have been submitted, select Delete and provide a reason for deletion.

How do I generate reports In Funding?

• Navigate to Funding > Reports.

• Select the relevant report (e.g., NDIA Reconciliation Report, Client Budget Report, HCP Monthly Report).

• Apply filters and click Generate Report.

Can I create invoices for clients without current engagements?

Invoices can be saved in the Awaiting Approval stage even if the client does not have a current engagement. These invoices cannot be approved immediately but can be edited and finalized once the client’s plan is renewed.

How do I handle credit invoices for clients or Plan Managers?

• Ensure the credit invoices setting is enabled in Funding settings.

• Select ‘Credit invoice’ when creating an invoice for clients/plan managers.

• A credit invoice returns spent funds to the client’s budget and provides an audit trail.