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Invoicing

Guides for managing invoicing settings, NDIS claims, billable items, plan managers, bulk uploads, approvals, and invoice-related configuration in Diversity Sync'd.

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Invoicing General SettingsConfigure provider details, invoice terms, payment instructions, NDIS billing defaults, invoice contacts, and Xero accounts used for claims and payments.
Claims Configuration SettingsLearn how to configure claim validation, evidence requirements, approval thresholds, resubmission rules, and default cancellation reasons.
Invoicing Approval SettingsLearn how to configure two-person authorisation, approval thresholds, approver roles, and bulk action safety settings for invoicing.
Plan Manager DirectoryLearn how to search, add, and override plan manager details used when sending claims and completing invoicing workflows.
Billable Items ConfigurationLearn how to view, search, clear, and sync NDIS billable service items used for invoicing and claim setup.
Bulk Upload NDIS Service ItemsLearn how to upload NDIS billable service items from an Excel file, review parsed data, and add valid items to the catalogue.
Interaction Types ConfigurationLearn how to view, add, archive, and restore NDIS interaction types used across the platform.
Resolve Xero Synchronisation ErrorsXero synchronisation warnings can appear when a claim cannot access the required Xero organisation, account information, customer details, or invoice.
Sync a Claim from XeroUse Sync from Xero when you need to refresh a Xero-linked claim with the latest invoice or payment information from Xero.
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