Creating a NDIS Client Customer

What is a NDIS Client?

An NDIS client is a customer type for a customer who is using their NDIS funds to engage with you.
 

Creating a NDIS Client Customer

Create a new Customer by clicking Create New +, selecting Customer, filling in the relevant fields, and saving everything by selecting Add Customer.

There are two ways to begin adding a new Customer:

• Click on Create New + in the sidebar on the left side of the screen, then select Customer.

 

• Or, click on Sales drop-down menu on the left side of the screen. From the dropdown menu, select Customer. Then select + Add Customer in the top right.

Fill in the relevant fields with your Customer’s details.

1. Customer Type: This allows you to select Individual, Businees or organisation, or NDIS client. You want to select NDIS client here.

2. Contact name: This required field is for your clients name.

3. Unique ID: This is a way for the system to find the customer. If you are already using some kind of system to identify your clients, feel free to use that here, or start a new system.

4. NDIS client number: This is where you input the NDIS number for the client, this is important for NDIS claims

5. Email / Website / Mobile: This is where you store the clients preferred contact details. If you have their email, this will be automatically filled in when you go to send them an invoice.

6. NDIS plan manager email: If the client is plan managed, place the NDIS plan managers email in here, this will allow okke to automatically forward invoices to them.

7. Customer group: Using this dropdown menu you can assign the Customer a 'Customer group'. Customer groups are used to set different prices for different Customers (for example, cheaper prices for wholesale customers or friends & family). Read our article on Setting up Customer Groups for more information on Customer Groups.

6. Once you’re done, select Add Customer in the bottom right.

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