Client Funding tab overview

The Funding tab provides an overview of the current and historical Direct Client Funding records and all Direct Invoices that have been generated for the Client. These records are accessible via the target icons or associated links. In addition, this is where new Funding records are added as required.

This article provides an overview of the different sections of this tab in the Client record and includes a section regarding related learning content for reference. 

Audience: All

Client Funding tab overview

The Client Funding tab is divided up into the following sections:

  • Direct Client Funding - New Direct Client Funding records are added here. A summary of all current and historical Direct Client Funding records are displayed including the Funding Type, Start and End Date of the Funding and the Total Budget included. Historic Funding records are listed here with a grey background for reference.
  • Direct Invoices - A complete list of all Direct Invoices generated for the Client is available, linking to the Invoice and the Batch it is included in, the Invoice Date, Recipient i.e. Debtor, the Funding it relates to and the Value of the Invoice Excl GST, the GST component and the Value Inc GST. This list is paginated and displays the most recent Invoices first. 

Related learning content

The following articles have been linked below for reference and videos can be found in the Learning Centre in SupportAbility:

  • Adding an NDIS Direct Client Funding record article
  • View/Edit Direct Direct Invoices article
  • NDIS Direct Client Funding video in the Finance::NDIS Client Funding section of the Learning Centre 

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