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Invoice Plan

Our Invoice Plan is an excellent choice if you're looking for one place to track all your payments to service providers, suppliers, support workers and therapists. 


Our Invoice Plan includes everything in our Succession Plan and in addition allows you to allocate your costs to funding sources like the NDIS. For example, you can see your costs against Core, Capital and Capacity Building and then claim them back from the NDIS portal.

With this plan, you can allocate costs to different funding sources, run reports on these allocations and export reports to Excel. You can also take photos of your invoices and receipts and email them to the app so that they can be automatically attached to the relevant records.

Finally, your easy-to-use dashboard gives you a quick overview of your cost allocations and your current NDIS Plan status.

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