Set up an NDIS Customer 

Why Set Up an NDIS Customer? 

Setting up an NDIS customer lets you apply the correct GST settings and generate accurate invoices that comply with NDIS funding rules. It also streamlines claim management and keeps track of services delivered under the participant’s plan. 

How to Set Up an NDIS Customer? 

1. You’ll need to complete the steps to set up a new customer in Wiise. Return here to update the available NDIS sections that appear on the customer card, which are the NDIS Participant Details and Plan Details.  
   
   Note: The Plan Details section appears only when a NDIS Participant is selected as the NDIS Customer Type.  
2. Update the NDIS Participant Details section.  
   
   1. NDIS Customer Type: Select as either Blank, NDIS Participant or NDIS Plan Manager.  
      1. No selection: Do not select if the customer is not a NDIS related customer.  
      2. NDIS Participant: Select when the participant pays you directly (self-managed) or partially. 
      3. NDIS Plan Manager: Select when the customer is a plan manager paying on behalf of a participant. Be sure to add the participant's name to the contact details. 
         
         Note: When a NDIS Plan Manager is selected, all other fields are greyed out.  
   2. NDIS Participant Number: This field is mandatory when NDIS Participant is selected. Enter the unique participant number. 
   3. NDIS Plan Manager: Search for or add the name of the person managing the NDIS plan. 
   4. NDIS Provider: Disabled for NDIS Participants. You can enable this for non-NDIS customers or plan managers. Once enabled, enter the NDIS Provider Registration Number.  
   5. NDIS Date of Birth: Mandatory field for NDIS Participants.  
   6. Self-Managed, Plan Managed, NDIA Managed: Enable the appropriate toggle buttons to confirm how the funding is managed. 
       
      Note: Enable multiple options if the participant is funded by more than one source. Split invoices are required when funding is managed by more than one party to ensure each payer receives the correct invoice. 
   7. NDIS Location: This is a mandatory field. It determines the correct pricing and funding based on where the support was delivered, ensuring accurate billing and reporting. 
      
      Note: When you set up an NDIS customer, the Customer Price Group field in the Invoicing section is automatically updated to match the specified NDIS Location. 
3. Update the Plan Details section: 
    
   1. Plan Name: Enter a clear name or reference for the NDIS plan. 
   2. Plan Start Date: The date the plan begins. Invoices can only be submitted from this date onward. 
   3. Plan End Date: The date the plan ends. You cannot claim services beyond this date unless a new plan is created. 
   4. Plan Budget: Enter the total funding available on the plan. This helps with tracking usage and remaining funds. 
   5. Additional Notes / Special Requirements: Record any preferences or important information about how the participant wishes to receive support or communication. 
      
      Note: The plan details fasttab is used to capture any plan details for the customer. These details currently do not influence any invoicing and will need to be checked and updated manually.  
4. You’ve now set up the NDIS customer card and completed the NDIS-specific sections. The customer is ready for invoicing under the NDIS program. 

What’s next? 

Find out how to update an NDIS Item Card and set up the NDIS Product Catalogue.  

Need more help?     

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.