Invoices

Bank Account

In this section, add your organisation's bank details. These details will be shown on each invoice and will be used for self and plan-managed participants to make payments for services delivered.

Notifications​

If, for any reason, your bank details change within the software, the account owner will receive a notification.

Tax Details

In this section, you can edit the following;

ABN

Your Australian Business Number is used for tax purposes.

GST Registration

Indicates whether you are registered for the Goods and Services Tax.

Invoice Settings​

Accounts Email​

This email address will be listed at the top of the PDF invoices generated by Astalty.

Payment Terms

This section allows you to set the default payment terms for your invoices. Astalty will showcase this at the bottom of your invoices and use it to calculate the due date. For instance, a 14-day payment term is set to ensure timely payments.

Invoice Email Message

Customize the message that accompanies your invoice emails. This is a great opportunity to communicate any pertinent details or personal touches with your invoice.

Notes

The notes section is critical for communicating important information. For example, a note here mentions, "Please note our bank details have recently changed." This will be displayed at the bottom of every invoice, ensuring your clients are always informed.

Additional Invoice Emails

Should you require a copy of all invoices to be sent to other team members, such as your accounts team, you can add those emails in this section. For example, accounts@astalty.com.au can be set to receive a copy of all outgoing invoices.

Adding Claim References to Invoices

When billing for tasks, it's common for tasks to have the same billable time and line item code. This can make them hard to distinguish on the invoice, leading plan managers to sometimes mistake these charges for errors or duplicate charges.

To address this issue, Astalty has created a setting that allows you to add a unique 'claim reference' to each item on the invoice. This helps differentiate between similar-looking charges, making the invoice clearer and reducing the likelihood of misunderstandings. For more information click here for the dedicated user guide article.

Adding Participant Address details to Invoice

You can now add participant home address to invoices. For more information on this process click here for the dedicated user guide article.

Updating Invoice Recipient Information

If your plan manager asks you for the participant to be the recipient of the invoice and not them, that is not a problem. In Astalty, changing the recipient of an invoice is as easy fix. For a guide through this process click here for the dedicated user guide article.