# Financial

Source: https://docs.astalty.com.au/guide/participants/financial

> Manage where a Participant's invoices are sent from their Financial page.

The Financial page on a [Participant's profile](https://app.astalty.com.au/participants) is where you can manage where invoices will be sent for the Participant.

Within the Invoice Details section there are 2 sections - one for self managed and one for plan managed invoices. You only need to complete the relevant section for that Participant. In some cases, a Participant may be both self managed and plan managed for different supports.

## Plan Managed Invoices

### Attaching a Plan Manager

To attach a Plan Manager or update the Plan Manager for a Participant, click on the *Edit* button within the Invoice Details section.

![The Update Imogen Castellano's Details drawer, with the Plan manager drop-down under Plan Managed Invoices open to show a Search box above a list of existing Plan Managers.](https://docs.astalty.com.au/assets/searching-pm.png)

Within the Plan Managed invoice section, you can search for an existing Plan Manager - if one is not found, you will be prompted to create a new Plan Manager.

![The Plan manager drop-down under Plan Managed Invoices with Riverside Plan Management typed into the search, returning Riverside Plan Management not found. Click here to create a new Plan Manager.](https://docs.astalty.com.au/assets/creating-a-pm-on-the-fly.png)

See [Plan Managers](https://docs.astalty.com.au/guide/directory/plan-managers) to create or update a Plan Manager.

### Additional Plan Managed invoice emails

Sometimes you may want to send any invoices that are going to the Plan Manager to the Participant or someone else. You can utilise the Additional Plan Managed invoice emails field to do this.

In the example below, any invoice sent to the Plan Manager Harbour Plan Management for this Participant will also be sent to <john@example.com> and <jane@example.com>.

![The Plan Managed Invoices section with Harbour Plan Management as the Plan manager, and john@example.com and jane@example.com added to the Additional plan managed invoice emails field.](https://docs.astalty.com.au/assets/additional-pm-emails-1703555347.png)

## Self Managed Invoices

Within the Self Managed invoices section, you should put the email address where self managed invoices need to be sent in the Invoice email field.

### Additional Self Managed invoice emails

Sometimes you may want to send any invoices that are going to the self managed email to someone else as well. You can utilise the Additional Self Managed invoice emails field to do this.

In the example below, any invoice sent to the <kari@example.com> will also be sent to <jack@example.com>.

![The Self Managed Invoices section with kari@example.com as the Invoice email, and jack@example.com added to the Additional invoice emails field.](https://docs.astalty.com.au/assets/self-managed-email.png)

## Showing Addresses on Invoices

Sometimes a Plan Manager may request that the Participant's address be shown on the invoices. You can toggle this setting by clicking "Edit" at the top right of this page.

![The Invoice Details card on a Participant's Financial page, with Other Settings highlighted showing Show address on invoices set to No, and an arrow pointing to the Edit button.](https://docs.astalty.com.au/assets/address-on-invoices.png)

## Showing Task Names on Invoices

If you would like to show the Task name on invoices, click the "Edit" button at the top right.

![The Invoice Details card on a Participant's Financial page, with Other Settings highlighted showing Show Task name on invoices set to Self and Plan, and an arrow pointing to the Edit button.](https://docs.astalty.com.au/assets/address-on-invoices-1718860366.png)

You can then select the invoice types you'd like to show the Task name on. This allows you to have fine grained control and ensure that Task names are only being shown on certain invoices.

![The drawer for updating a Participant's details, with Show task name on invoice ticked under Other Invoice Settings and the Show on invoice types drop-down open, showing Self Managed and Plan Managed selected and NDIA Managed also on offer.](https://docs.astalty.com.au/assets/task-name-invoice-type.png)

The address and Task name settings are sensitive invoice settings. A user needs the relevant permission to change them even if they can otherwise update the Participant.

## This Participant's Invoices

Below Invoice Details, the Financial page lists every invoice raised for this Participant - reference, status, date, due date, total and outstanding amount. A voided invoice carries a **Voided** badge; hover it for the reason. Use the three-dot menu on a row to **Download** that invoice. See [Invoices](https://docs.astalty.com.au/guide/finance/invoicing/invoices) for how invoices are generated and what else you can do with one.

> **Who sees this table**
>
> The table only shows when Participant invoices are enabled for your account, and only for a reader with Finance access or the **View Participant Invoices** permission.

## Downloading a Statement

Click **Download Statement**, above the Invoices table, for a PDF of this Participant's invoices and payments for a period, with opening and closing balances.

> **Needs Finance module access**
>
> **Download Statement** needs Finance access, even for someone who can see the Invoices table.

Choose:

- **Invoices** - **Self Managed** or **Plan Managed**. Defaults to Self Managed.
- **Period** - a date range, with **Last**/**This** presets for Week, Fortnight, Month, Quarter and Year. Defaults to last calendar month. The period must start on or before today and can cover at most 366 days; choosing an end date after today downloads the statement up to today instead.

The PDF covers the chosen period and shows:

- Opening balance, invoiced total, voided total (if any), paid total, and closing balance as either **Amount due** or **In credit**.
- An activity ledger - every invoice issued, payment received and void in the period, each with a running balance.
- A **Still owing** table of invoices with a balance outstanding at the end of the period, flagged **Overdue** where the due date has passed.
- Your bank account details, if you've added them in [Invoice Settings](https://docs.astalty.com.au/guide/settings/invoices-settings).

The file downloads as `[Participant name] Statement [from] to [to].pdf`, with both dates as dd-mm-yyyy.