How do I convert my NDIS quote into Funding?

How to Convert a Quote to Funding

Once in the view quotes page for a client and you click on one of the active quotes then you should be able to be see a new option to convert Quote to funding.

Pressing the Convert Quote to Funding Button, will take you to the “Accepting NDIS Quote” page.

The Accepting NDIS Quote Page

In the “Accepting NDIS Quote” page, the “Accepted Date” and the “Quote Name” fields populate from the actual values of the quote and cannot be edited.

In the Notes section you can enter a note that will be added as a funding note when the same quote gets added to the clients NDIS funding.

The Attachments Section

The Attachments section lets you add an attachment. We recommend using this to attach a copy of the signed NDIS quote that you would have received back from the clients.

The Support Item, Price, Quantity, Duration and Cost Values

The Support Item, Price, Quantity, Duration and Cost values are loaded in from the actual quote and cannot be edited.

The Start Date, End Date and Funding Management Fields

Whereas the Start Date, End Date and Funding Management fields are editable.

The start date defines the corresponding date of when the NDIS funding should start for the client and the end date marks when the funding should end for the customer.

The funding management column lets you decide if the funding should be a plan managed, self managed or NDIA managed funding. Once the required funding values are added in you can click on preview changes to make sure everything is added correctly. Once you feel satisfied that the values entered are correct you can save the value using the save changes button on the bottom.

note

NOTE: The values to be edited here - start date, end date and the funding management label. If the start date and end date value is not entered and if you try to click on the save changes button Nightingale will throw an error as shown below.

NOTE: The values to be edited here - start date, end date and the funding management label. If the start date and end date value is not entered and if you try to click on the save changes button Nightingale will throw an error as shown below.

Once the correct values are saved in you can click on “accept and add funding” and it will create a NDIS funding for the client which can be seen in the clients → Funding → View NDIS Funding section.

View Accepted Quotes

To view the accepted quotes that have been approved and added to the funding, use the “View Accepted Quotes” button on the view quotes page.

When you click on this button you can see all the accepted quotes listed in the following page.

When you click on the view “quote” button on this page, the system will take you to the page where you can see the values added to the funding along with the attachments in those quotes.

Once in the view accepted funding page you can see view pending quotes tab on the top which you can click on to see any pending quotes that could be accepted.