This is one of the most important client settings in Imploy, because if you don’t assign an invoice recipient, the client may not appear in bulk invoicing or NDIS claim workflows, even if they have billable entries.
You’ll find this under the client profile in Settings → Send invoices to.
This setting supports three recipient pathways, depending on how the client is funded and managed:
Client (invoice the client directly)
Contact (invoice a finance contact, such as a Plan Manager)
NDIA Claims (submit payment requests via the NDIA claiming workflow for eligible NDIS clients)
Imploy allows you to select multiple recipient types for a client, so you can support real-world billing setups (e.g. “invoice the client and also keep a Plan Manager contact available”).
Why this matters (what it controls)
Once configured, Send invoices to determines:
Where the client appears in billing
If no invoice recipient is configured, the client can be excluded from:
Bulk invoice generation (so they won’t show up when you’re preparing invoices), and/or
NDIS claim assignment workflows (so they won’t be selectable/visible where NDIA claims are managed)
Who invoices are addressed to
The “primary” recipient choice affects who the invoice is primarily issued to (for example, the client vs a finance contact).
What billing pathway is used
NDIS clients can be routed either toward standard invoicing (Client/Contact) or NDIA claiming (NDIA Claims), depending on how you’ve set this up.
Where to update it
Open the client profile, then go to Settings. In the Send invoices to card, select the menu button (three dots) to open the editor. From there, you can assign one or more recipient types and (if needed) choose contacts and a primary recipient.
If you’re also setting up finance contacts, you may want to review your existing article: Finance Contacts.
Understanding the three recipient options
1) Client
Choose Client when invoices should be addressed directly to the client using the client’s name and email.
This is commonly used for:
private clients
self-managed billing setups
scenarios where the client receives the invoice directly
If “Client” is enabled, you’ll see the client’s details shown in the card, and you can also set whether the client is the primary recipient (especially if you’re also using contacts).
2) Contact (Finance contacts)
Choose Contact when invoices should go to a finance contact instead of (or in addition to) the client. This is typically a Plan Manager, nominee, guardian, or accounts team responsible for paying invoices.
When you enable Contact, you can add one or more finance contacts. If the client is not selected as a recipient (and you’re not using NDIA Claims), then you must set a primary contact so Imploy knows who the main invoice recipient is.
If you enable Client and Contact together, contacts are treated as additional contacts (optional), and you can still choose whether the client or a contact is the primary recipient.
3) NDIA Claims (NDIS clients only)
NDIA Claims is only available for clients who are marked as NDIS. When enabled, Imploy treats the client’s billing as NDIA claim-based, and shows the NDIA claims pathway clearly (i.e. that payment requests are submitted to the NDIA claims system).
This option is used when the client’s billing needs to be handled through NDIA claims rather than standard invoice recipients.
Setting a “Primary” recipient (what it means)
When multiple recipients exist (for example, Client + Contact), Imploy uses a “Primary” indicator to determine the main recipient. In the editor, you can switch the primary between the client and a selected finance contact (using the star/primary control).
As a practical guideline:
Set the client as primary if invoices should be issued to the client by default.
Set a contact as primary if invoices should be issued to the finance contact by default.
Common setup examples
If you’re unsure which option to choose, these are the most common patterns:
Self-managed / private billing
Use: Client (and optionally add a Contact if someone else also needs visibility)
Plan-managed (invoice the Plan Manager)
Use: Contact and set the Plan Manager as Primary
Agency-managed / NDIA claiming workflow
Use: NDIA Claims (NDIS clients only)
HCP / Other Funding Types
Use: Contact
Troubleshooting: “Why isn’t this client showing up?”
If a client isn’t appearing in Bulk Invoicing or relevant claiming workflows, the first thing to check is the client’s Settings → Send invoices to card.
If it shows “No invoice recipient configured”, add at least one appropriate recipient type (Client, Contact, and/or NDIA Claims for NDIS) and save. Once set, the client will route into the correct billing workflow based on that assignment.