Invoicing
Guides for managing invoicing settings, NDIS claims, billable items, plan managers, bulk uploads, approvals, and invoice-related configuration in Diversity Sync'd.
By Windolyn1 author7 articles
- Invoicing General SettingsLearn how to configure provider details, invoice terms, payment instructions, NDIS billing defaults, invoice contact details, and Xero settings.
- 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.