If the client has asked for their activity costs to be charged to their NDIS package or to a Jobs Network Provider, then set up a Financial Intermediary.
If a third party intermediary is paying the client’s activity costs then set them up as a biller
- Go to the Main Menu and select Client List, enter the client’s name in the Search Field
- Select the Edit button above the Client Profile Tile
- Go to the Support tab
- In the Biller pane select the + Add Biller in the Add Client Biller window select the dropdown list Link an existing biller to this client
- Or tick Or add a new biller enter the financial intermediaries details, if required Tick This is the preferred biller and add Details