Admin & Settings

Invoice Settings

/settings/invoices7 steps

How invoices are numbered, what they say, what tax they carry and how they reach people. Set it once and every invoice follows.

Step by step

1
Open Settings, then Invoice Settings.
2
Click Edit.
3
Set the invoice number format and the next number so it continues from your existing sequence rather than restarting.
4
Set the payment terms and the notes that appear on every invoice.
5
Click Add Tax Rate for each rate you use, and set which is the default. Most NDIS supports are GST-free, so check rather than assume.
6
Set how invoices are delivered by default. It can still be overridden per participant.
7
Save.

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