We have an API integration with Xero (and other accounting software including MYOB and QuickBooks). If you’re using ShiftCare, creating invoices in Xero is simple. How do I create an NDIS invoice with Xero?
To find out more about what to include on your NDIS invoice to get paid faster, and to download our free NDIS invoice template, click here. Payment Details – including the total amount, payment due date, and payment options. Be sure to check the current NDIS Pricing Arrangements and Price Limits to ensure you charge items out accurately. NDIS service details – including the support item reference number and description, dates of support, type and quantity of support items, price per item unit, per-item GST (where applicable) and total price. The NDIS participant’s details – including the name of the participant (and plan manager if applicable), the participant’s reference number or NDIS number, and the participant’s or plan manager’s contact details. Your disability service provider details – including your business name, ABN and contact details. You’ll need to make sure your NDIS invoices contain the following details: Xero allows you to create invoices that comply with NDIS requirements. If you want to use it for more than 999 accounts, you have to add extra ones manually. To ensure pages keep loading smoothly, Xero recommends using it for a maximum of 699 accounts. It also lacks live phone support, which can be a drawback if you prefer resolving issues by talking to someone.
Xero doesn’t have built-in ‘debtor chasing’ functionality, so you will need to follow up on unpaid invoices manually. Make use of the vast range of resources and support to help with this.īe mindful that the cheapest plan has limited capabilities, allowing you a monthly quota of 20 invoices, five bills and payroll for one person. While it’s simple to install, like all new things it takes some time to master. While Xero has many clear strengths for small NDIS service providers, it also has some potential downsides. You can also create custom reports to compare actual and projected data. Xero has data analytics capabilities that can give you an at-a-glance understanding of your business’s cash flow and profitability. You can also connect Xero directly to your bank account to automate bank feeds, saving time and effort. Xero integrates with more than 1,000 third-party apps, making it readily customisable to your needs. With more than 3 million Xero users, the majority of accountants will be familiar with the software. They also provide 24/7 online support and have a wide range of articles and resources to answer your queries about the software, along with helpful guides for small business owners.
This article explains how to get started. Easy to set upĪs accounting software that’s been specifically designed for small businesses, Xero is simple to set up. If you’ve got a few spare minutes while you’re on the go, you can use the app to send invoices, create expense claims, or reconcile bank transactions. Automatic data extraction from receipts and invoices can save you a lot of time.
For example, you can capture bills and receipts via email or on your mobile and store documents securely online for fast access. This means you have access to all the features from any device, so you can manage your business finances anytime, anywhere.
They even have a payroll-only plan which allows you to comply with single-touch payroll requirements for one to four employees from $10 per month. Each plan covers the accounting essentials (such as quote and invoice creation and reconciliation of back transactions), with the premium plan offering additional features like bulk transaction reconciliation and automated superannuation. Xero offers three pricing plans all payable on a monthly basis, which helps to smooth out your cash flow. The pros of Xero for NDIS providersĪs one of the best-known names in accounting software, here are some reasons why NDIS providers choose Xero. While many options are available, Xero may well be the best accounting software solution for NDIS providers – here’s why. One of the most important decisions you’ll need to make revolves around accounting, including which software to use.
Have you recently started a new business as a disability services provider registered with the NDIS? Congratulations on entering an exciting and rewarding field! No doubt you’ve been busy navigating the NDIS registration requirements, not to mention the complexities of opening a small business.