- Access:
- Money and billing at Office, set by role in Settings → Roles
Step by step
- Add a standing charge: the client, what it is for, the amount each time and how GST applies, how often (every week, fortnight or month), the first day it is charged, and a last day if it ends.
- Every invoice run bills each one that falls due in its period, exactly once, at its own amount. Voiding the invoice that billed one releases it to be billed again.
- Monthly keeps the first day's date; in a month too short for it, it falls on that month's last day.
- End stops it after a day you choose.
Tips
- For a client the NDIS funds, name the NDIS support item it is claimed under; the amount must be within that item's national price limit.
On this screen
Standing charge
Set up or change a fixed amount billed to one client every week, fortnight or month.
- Once it has been billed, when it falls due stays as it is — end it and add a new one to change that.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
