Business

Navigating to Business Settings

Open Settings > Business.

The Business Details panel stores the organisation information Astalty uses on invoices, documents and exports.

Business Logo

Upload the logo that should appear on forms, templates and invoices.

Business Details

To update any of the Provider Detail fields within the Business Details page, select Edit.

Contact Details

Business Name

This is the official name of your business, as it is legally registered.

Primary Region

The Region indicates the main geographic area where your business operates. This could be the state, territory, or region (remote or very remote) that your business is located in or primarily serves. Line items will populate based on your primary region.

Business Phone Number

The primary phone number for your business.

Business Email

The email address inserted by the Business Email placeholder in templates.

Website

The URL of your business.

Business Information

This section holds four identifiers, issued by three different bodies. Your ABN and Registration Number appear on documents Astalty produces; the PACE Organisation ID and NDIS Registration ID are recorded against your business so they are on hand when you need to quote them.

ABN (Australian Business Number)

A unique 11-digit number that identifies your business. Your ABN will be shown on your invoices, and fills the ${Business_ABN} placeholder in Custom Templates.

Registration Number

Your NDIA provider registration number - the number you claim NDIA managed funding against. If you are not a registered provider, leave it blank.

Astalty uses it in three places:

• the RegistrationNumber column of the bulk upload file;
• your invoices, when Show NDIS registration number on Invoices is ticked in Invoice Settings;
• the NDIS Provider Number line in the header of note, form and risk PDFs, and the ${Business_NDIS_Registration_Number} placeholder in Custom Templates.

Leaving it blank does not stop the bulk upload file being generated. The column is written empty instead, and the NDIA rejects the payment request when you upload it.

PACE Organisation ID

The identifier the NDIA holds for your organisation in the my NDIS provider portal. Astalty stores it against your business for reference - no invoice, claim or export reads it, so it has no effect on billing.

If it is the same number as your Registration Number, that is expected. The NDIA's Bulk Payment Requests Guide defines the registration number used for claiming as the one shown in your portal profile as Organisation ID.

NDIS Registration ID

The reference the NDIS Quality and Safeguards Commission holds for your registration. It comes from the Commission rather than the NDIA, so it is a different number from the two above and is not used for claiming - quote it when you contact the Commission about your registration, an audit or a renewal.

You will find it labelled Registration ID at the top of your certificate of registration. Astalty stores it against your business for reference.

GST Registered

Select this if your organisation is registered for GST. When selected, invoices are titled Tax Invoice rather than Invoice.

Other Information

Timezone

The timezone your business trades in. Astalty sets it from your browser when you register, and uses it for dates and times that are not tied to a record carrying a timezone of its own - invoices, claim files and note exports among them. A shift keeps the timezone it was scheduled in, so shift exports show each shift in its own.

Business Address

Start typing the address and select a matching suggestion. If the address does not appear, enter it manually.