Invoicing settings

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

Invoicing defaults

“GST treatment and payment terms applied to new invoice batches.”

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. The info icon beside the label says the same thing in the app.

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Swipe across the enlarged image to read each part of the screen.

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Bank details

“The remittance account printed on your invoices.”

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

Invoice communication

“Where remittances go and the note shown on each invoice.”

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.

Complete the required fields across all three sections, then select the shared Save button at the bottom. Success shows 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.

Before the first invoice

You need Settings edit access and the Invoicing, claims and payments feature enabled to save these defaults. The owner-facing tab can be read-only when your role cannot edit it. If the form cannot load, refresh before changing values; do not replace unknown saved details with guesses.

1. Check the actual GST treatment and registration status.
2. Choose payment terms and verify Custom due days when applicable.
3. Enter the real remittance bank account and email that should appear on invoices.
4. Select Save, wait for Invoicing settings saved., and reopen the form to verify the saved defaults.
5. Review the first generated document before sending it to its recipient.

P1 GST is a portion of the inclusive charge amount, calculated as one eleventh; it is not added as another 10%. GST registration controls the invoice title independently of each line’s tax code.

Changes affect new documents. Existing issued invoices retain their saved details and due dates. Correct an issued invoice through its eligible credit or void workflow, rather than changing defaults and expecting its old PDF to change.

Choose defaults deliberately

For a fictional setup example, P2 - GST Free, Registered for GST and 14 days are three separate decisions: the line’s tax treatment, the provider’s registration fact and the new document’s payment deadline. Selecting P2 does not mean the provider is unregistered. Choose each from the organisation’s actual arrangements.

Choosing Custom reveals Due days; enter a whole number such as 21 only when that is the intended term. The three sections share one Save, so completing the top card alone does not save a usable configuration. Account name, BSB and Account number are the remittance instructions printed on invoices, while Remittance email is where payment advice should go. Invoice footer notes is optional wording for recipients, not a substitute for required bank or email fields.

After saving, reopen the settings and check the values, then inspect the next document before sending it. If the remittance account changes, independently verify the correct account before editing; do not use guessed details to clear a setup notice.