Invoices & NDIS billing

The Billing area (sidebar → Billing) lets practitioners and admins issue invoices to participants, plan managers or self-managed funders.

Creating an invoice

1. Open Billing and tap New invoice.
2. Pick a customer (or create one inline). Set issue date, due date and any reference.
3. Add line items. NDIS price-guide codes are searchable in the line-item picker; selecting one pre-fills description, unit price and GST treatment.
4. Save as Draft until ready, then Send to lock the invoice number and email a PDF.

Status flow

• Draft — fully editable, no number assigned.
• Sent — number issued, PDF emailed.
• Partially paid / Paid — set automatically as payments are recorded.
• Overdue — automatic when the due date passes without full payment.
• Void / Cancelled — terminal; cannot reopen.

Payments & PDF

Record payments from the invoice detail page. Totals, GST and balance owing recalculate automatically. Tap Download PDF at any time to get the latest snapshot, including your organisation logo and bank details from Billing settings.

Settings

Set invoice prefix, sequence padding, default due-in-days, GST defaults, bank details and footer text under Billing → Settings. These flow into every new invoice.