Every participant pays differently: agency managed, plan managed or self managed. The billing profile holds who pays, where the invoice goes and how it should arrive, and BondiByte checks it is complete before an invoice can be sent.
Know whether a participant is agency, plan or self-managed, so billing is right every time.
Keep the plan manager's details on file, ready for invoices and claims.
The billing profile drives invoicing and claims, so you bill the correct party automatically.
Sending an NDIS invoice to the wrong party is one of the fastest ways to slow down payment. Who pays depends on how the participant's plan is managed, and that detail too often lives in someone's head or an old email thread. When it is not on the record, every invoice run starts with the same round of questions.
Record whether the participant is Plan Managed, Self Managed or NDIA Managed. This drives what the billing profile expects: a plan manager contact or organisation for plan-managed participants, a billing contact for self-managed ones.
Capture the billing contact or organisation, billing email and phone, and an ABN where relevant, so invoices are addressed to the party that actually pays.
Add the billing address, an attention-to line for invoices, the delivery method (Email, Portal, Manual or Other) and any billing notes your team should see.
When an invoice is sent, it goes to the billing email with the PDF attached. If anything required is missing, BondiByte stops the send and lists exactly which details to add first.
Plan Managed, Self Managed or NDIA Managed, recorded once and used everywhere billing decisions are made.
Organisation, contact name, email, phone and ABN sit on the profile, so plan-managed invoices go to the right desk.
Address lines, suburb, state and postcode, plus an attention-to line, keep invoices formal and deliverable.
Record whether invoices go by email, through a portal, or are handled manually, so your team follows the same path every time.
Invoices cannot be emailed until the profile holds what its plan management type requires. The message names each missing detail, not just "incomplete".
Every billing profile update is recorded in the participant's history with who changed it and when.
An invoice cannot leave until the billing profile has the plan management type, billing email, address and the contact its management type requires. BondiByte tells you what is missing rather than sending anyway.
Billing details cannot be changed on a deactivated participant, so dormant records do not quietly drift.
Billing profile updates are logged in the participant's history, so you can always show when details changed and who changed them.
Plan Managed, Self Managed and NDIA Managed. The type you choose shapes which billing details the profile expects before invoices can be sent.
The invoice send is stopped and the message lists exactly what is missing, such as the plan manager contact, the billing email or the billing address. Nothing goes out half-addressed.
Yes. Plan-managed participants need a plan manager contact or organisation on file, and self-managed participants need a billing contact. Every send needs a plan management type, billing email and billing address.
No. Invoice emails carry the invoice PDF and payment details only. The recipient is an external paying party, so nothing in the email leads into your BondiByte workspace.
Yes. Each update writes an event to the participant's history showing who made the change and when.
Participant records with the detail NDIS operations need.
Clients & CoordinationCreate the participant record once, properly: identity and NDIS number, contact and communication preferences, the people around them, plan management, and the rostering model that matches how they receive support. Everything downstream draws on it.
Clients & CoordinationRecord a participant's representative and exactly what they're authorised to do.
Clients & CoordinationKey changes to a participant are recorded with who did it and when.
Clients & CoordinationThe whole coordination job in one workspace: the caseload, billable case notes, plan budgets, goals, tasks, referrals, reports and claims, with a clear record of who did what for every participant.
Clients & CoordinationBudget burn rolls up funded amounts, consumed (billable) work, and what remains per participant.
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