Follow these steps in order. Each step unlocks the next one:
Step 1:
Assign Line Items: choose which NDIS services the client can receive.
Step 2:
Create the NDIS Plan: add the plan dates, documents, plan manager and a budget for each category: Core, Capacity Building and Capital.
Step 3:
Allocate budget: in Budget Details, pick from the assigned line items and enter quantities.
Step 4:
Add Funding Periods (optional): split a category’s budget into time periods.
Step 5:
Roster shifts and add case notes: pick the NDIS Plan, line item and, if you use them, a Funding Period.
Step 6:
Invoice: the budget is only used when the invoice is created.