- The NDIS Plan Expiry section on your Dashboard starts listing a client 15 days before their plan ends.
Follow these steps
Step 1:
Open Dashboard and on the operations tab..
Step 2:
Go to the NDIS Plan Expiry section.
Step 3:
Choose Shift or Case Notes from the Invoice Type dropdown.
Step 4:
Each row shows the client’s name, the plan’s expiry date, how many shifts or case notes are still to be invoiced, and a Create Invoice button.
- Example row: Nina John · Plan A expires on 20/08/2026 · Shifts – 20 · Create Invoice
- When a client appears here, do three things: invoice the outstanding work, set up their new plan, and move any future work across.