User Name and Registration Number
Overview
Within Astalty you can include your staff members' names and registration numbers on your invoices. When shown, the name appears under the charge as Delivered By, with any registration numbers listed beneath it.
This is set up in two places:
- On each user's profile — choose how that person's name should be written on invoices (Invoice Display Name).
- In your Invoice Settings — choose whether names appear on charges from scheduled supports, and on which invoice types.
Step 1 — Set the user's Invoice Display Name
Open the user's profile, select Edit, then select More to reveal the Advanced section. Choose an option from the Invoice Display Name dropdown:
| Option | What appears on the invoice |
|---|---|
| None | No name is shown. This is the default. |
| Full Name | The user's full name, for example Tad Gislason. |
| First Name & Last Initial | The user's first name and the initial of their surname, for example Tad G. |
Select Update User to save.
Step 2 — Add a Registration Number (optional)
Create the registration number within the Reference Numbers section of the user's profile and enable Show On Invoice. A common use is an AHPRA number.
You can find out more about how to add reference numbers in our user guide article here.
Step 3 — Allow names on scheduled support charges
Setting an Invoice Display Name is enough for charges that come from Tasks — those already show the assigned user's name.
For charges that come from scheduled supports and travel, you also need to turn on Show support worker name on invoice in Invoice Settings and select which invoice types it applies to — Self Managed, Plan Managed and/or NDIA Managed.
This is particularly useful for 2:1 Direct Support or Group Support, where two workers deliver the same support item at the same rate and the line items would otherwise be indistinguishable.
Video Walkthrough
See our video walkthrough below on how to complete this process.