Primary Charges (Price Books)
Each task can have one Primary Charge. The Primary Charge defines how the task is billed and is selected using the Set charge button.
How Primary Charges Work
Charges are pulled directly from your organisation’s Price Books
Selecting a charge automatically sets:
The billing rate
The associated NDIS item number (if applicable)
This ensures consistency between tasks and invoices
Setting a Primary Charge
Locate the task in the Task Dashboard
Click Set charge next to the task
Choose the appropriate price code from your Price Books
The task will update automatically with the correct billing details
Billable Validation
To prevent billing errors, tasks must meet specific requirements before they can be marked as billable.
Validation Rules
The Billable checkbox cannot be enabled unless a Primary Charge has been selected
If you attempt to mark a task as billable without a charge, the system will block the action
You will be prompted to set a Primary Charge first
This validation ensures all billable tasks are properly configured before they flow through to invoicing.
Need More Help?
If you’re unsure which charge to apply or encounter issues with billable validation, contact our support team we’re happy to help