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.