Follow these steps
Step 1:
Open Dashboard and go to NDIS Plan Expiry.
Step 2:
Choose Shift or Case Notes as the Invoice Type.
Step 3:
Click Create Invoice on the client’s row. The count next to it is for information only and can’t be clicked.
Step 4:
In the popup (“Select the shifts that need to be invoiced”), tick the shifts or case notes you want, or use the select-all box.
Step 5:
Click Redirect to Create Invoice.
Step 6:
The Create Invoice page opens with your selection. Check it and create the invoice.
Good to know:
- Invoiced work stays linked to the old plan permanently, and the amount comes off the old plan’s budget.