The Work Order Line Item will create an Invoice Line Item once the Status = Completed
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The Invoice Line Item will be related to an Invoice record, where users will be able to claim invoices to the NDIS.
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Users can also generate an Invoice Export file by navigating to the Batches object. To create a new batch, press New.
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To generate an invoice export, set Batch Type to Invoices and select the Start Date and End Date of the Invoice Line Items that are being exported.
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To generate the Invoice Export file, press Generate Invoice Line Items.
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A preview of the export file will be shown. To download, press Confirm. All exports can be downloaded from the Files section on the Batch record.
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Please note: If data is missing for Participants in the CSV file, please ensure that the following fields have been configured correctly:
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