From an An Invoice record you can configure a fixed schedule which will generate Invoice Line Items that will then be claimed through the NDIS connection.can be accessed from the Participant's record in the Plan Management section.
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From the Invoice page, users are able to create and configure a schedule that automatically creates Scheduled Invoices. To access these settings, navigate to the Manage Schedule button in the top-right corner.
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FIELD | DESCRIPTION |
|---|---|
Schedule Invoice | When |
Reflect Plan Dates | When |
Start Date | This indicates the date when the schedule will start |
End Date | This indicates the date when the schedule will end |
Frequency | The value here will specify how often the schedule will run |
Repeat Every | This number will specify how many times per |
Days of the Week | This field will appear if |