If you are a service provide that deliver services not covered by the NDIA, you will require a different set of price books. The recommended best practice set-up is to:
- Create your custom price books and products via the ARM Pro > Customisation > Products + Prices. Please refer to the ARM Pro myHelp article for more details on creating custom products and price books:
- https://myphelp.mypcorp.com/art/customise-products-prices-invoicing/
- In GENIUS > Settings > Client engagements, create a custom service booking category for non-NDIS services then select which custom price book you want to link to this category.
The custom price book and service booking category will be used in the client’s GENIUS engagement.
NB: If you do not send invoices for non-NDIS services (e.g. services provided through government block funding), please enable ‘Prepaid service for invoice/s to client/plan manager’ through GENIUS > Settings > Invoices + Claims. When enabled, this will provide users with a checkbox on client’s schedules of support to nominate prepaid services. Invoices processed containing these items will bypass the send + reconcile stages of invoicing.
- In your client’s engagement, ensure the custom service booking category is selected and a budget is allocated
- Once completed, invoices can be processed through Invoice to Client/Other/Plan manager