Welcome to providers.support!
Hey there! Ready to make your invoicing process a whole lot easier?
With providers.support, you can manage your invoices effortlessly and get back to what you love—providing exceptional service.
Let's drive into how you can get started with just a few simple steps!
Step 1
Download your ideal spreadsheet
Formatted Spreadsheet
Your ticket to instant efficiency
- Data validation
- Protected regions
- Dropdown selectors
Blank Spreadsheet
A clean slate
- Style it your way
- Reorganise columns how you want
- Add sheets for your own records
Step 2
Fill out your spreadsheet
Press the tabs on the left to show information about each worksheet
Enter your business details in the tabs
Open the Business sheet and add your key business information:
Note: We only read the row under the headings
- ABN Required
- Business Name
- Phone
- Email Required
- Address
- BSB Number Required
- Account Number Required
- Invoice Terms Default: 14 days
- Invoice Send Self Default: CC
- Invoice Number Format Default: {n}
- Providers Support Leave blank
We'll ask you to verify your business details each time you upload a spreadsheet
Gather Client Information
Next up, head to the Clients sheet and enter your client details:
- Name Required Unique
- Reference Number Required Unique
- Phone
- Email Required *
- Address
- Plan Manager Required *
- Plan Manager Email Required * Default: 14 days
*A client needs either their own email or a plan manager email.
Accurate client details helps ensure that every invoice and interaction is spot-on. It’s all about making your client communication smooth and accurate.
Log Your Care Tasks
You’re almost there! Open the Tasks sheet and start recording your care activities:
- Date Required
- Start Time Required
- End Time Required
- Client Required
- Kilometres Default: 0
- Cancel Default: (blank)
- Support Type Default: (blank)
- Invoice Number Default: (blank) You Update Sheet
- Notes
This is where the magic happens! Accurate recording ensures every invoice is correct and meets NDIS guidelines. It’s super straightforward!
Step 3
Upload to providers.support
Upload spreadsheet