Client Billing Contact
The Client is automatically selected by default as acting as their own Primary Contact and Billing Contact. In many instances however one of the Client's Contacts is acting in one or both of these roles on their behalf.
It is, therefore, important that the relevant person, either the Client themself or their nominated representative is set correctly for each role on the Client::Contacts tab. This will ensure all relevant communication is directed to the appropriate person.
This equally applies when generating invoices in cases where:
- the Client is Self managing all or part of their NDIS Funding, or
- Billable (Fee for Service) invoices are being generated for Activity costs
N.B. Setting the Client Billing Contact is not required when the Client's funding is Agency managed, or they have a Plan Manager. Please see below for more information.
Audience: Finance Team, Support Staff, Team Leaders
Self Managed NDIS Funding
When a Client is Self-managing their NDIS Funding, the billing contact in their Client::Contacts tab will need to be reviewed.
If the Client is paying invoices directly, then the Billing Client Directly should be selected. This is set as the default:
Setting the Client Billing Contact
If the Client has a representative other than themselves i.e. their nominee, responsible for managing their invoices, this individual must be added as a Contact and selected as the Billing Contact:
This is required in order for the correct option to be available when configuring their NDIS Funding, so that invoices will be generated for the correct recipient:
Agency Managed or Plan Managed NDIS Funding
If however, the Client's funding is Agency managed, or they have a Plan Manager, these entities do not need to be added here as this is managed in SupportAbility in a different way. For more information, please review:
- Setting the Financial Plan Manager (FPM) - overview of the options for Financial Plan Management of a client's NDIS funding plan for service providers.
- Creating an NDIS Financial Plan Management (FPM) Contact - overview of how to create an NDIS FPM contact and why setting this correctly in the client's NDIS funding plan is important.