- Invoice rows that come from a shift or case note copy its NDIS Plan, pricebook, line item and Funding Period. These are locked so the invoice always matches what was rostered or recorded.
To correct one of them:
Step 1:
Leave the Create Invoice page.
Step 2:
Open the shift or case note > edit it and fix the plan, pricebook, line item or Funding Period.
Step 3:
Save it, then create the invoice again.
- You can still change the invoice amount where your permissions allow. That doesn’t change the shift or case note.
Adding a service that isn't a shift or case note:
Step 1:
On the Create Invoice page, click Add New Row.
Step 2:
The NDIS Plan defaults to the plan that’s active today. Change it if needed.
Step 3:
Choose the pricebook, line item and, if you use them, a Funding Period.