Invoicing settings

The Account ›Billing tab sets the invoicing defaults used when you generate invoices for plan-managed and self-managed batches. Set them before your first invoice batch.

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Tax and payment terms

Field	Required	Options
Default GST code	Yes	P2 - GST Free, P1 - 10% GST, P5 - GST out of scope
Registered for GST	Yes	Registered for GST, Not registered for GST
Payment terms	Yes	Due on receipt, 7 days, 14 days, 30 days, Custom
Due days	Only when terms is Custom	A number, zero or greater. The fixed terms fill this in for you.

Registered for GST is a separate fact from the GST code, and it controls whether your PDF invoices are headed TAX INVOICE or INVOICE: a GST-registered provider whose NDIS supports are GST-free (P2) still gets a Tax Invoice, while an unregistered provider gets an Invoice with a “Not registered for GST” line added underneath the heading. It changes only that title and line, never any amount. It’s defaulted from your GST code (P1 means registered, otherwise not), so update it yourself if you’re registered for GST but bill GST-free supports.

Bank details

Field	Required	Notes
Account name	Yes
BSB	Yes	Exactly 6 digits.
Account number	Yes	4 to 12 digits.

Invoice communication

Field	Required	Notes
Remittance email	Yes	A valid email; where payment advice is sent.
Invoice footer notes	No	Free text printed at the foot of the invoice.

Select Save. You see Invoicing settings saved. If something’s missing or invalid, you see the first problem as a message, in field order, for example BSB must contain exactly 6 digits. Until these are complete, generating a batch tells you what is still missing.

Plan & subscription

Underneath Invoicing, the Plan & subscription card is a placeholder: it reads “Coming soon.” with “Contact OneForce Care support for subscription enquiries.” There’s nothing to set here yet.