1
Open Organisation settings
Go to Settings, then Organisation. This area stores the profile details used across invoices, documents, reports and account records.
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Getting started
How to set up your organisation profile
Add organisation details, NDIS registration, invoice branding, billing preferences and team defaults.
Owners, admins and managers
15 minutes
App area: /dashboard/settings/organisation
Before you start
Check these items before changing participant, billing or compliance records.
- Have your legal organisation name, trading name, ABN and NDIS registration number ready.
- Prepare your business address, invoice email, phone number and logo.
- Confirm who should have owner or admin access before inviting the full team.
Steps
Follow this workflow.
2
Enter business identity details
Add the organisation name, ABN, NDIS registration number, address, phone, website and main contact email. Keep these details exact because they appear on billing and participant documents.
3
Add branding for invoices and PDFs
Upload your logo and confirm brand colours if your plan includes branding controls. Send a test invoice or document preview before using it with participants and plan managers.
4
Review NDIS and billing defaults
Check invoice prefix, billing contact, default funding route, NDIS settings and price guide configuration. Finance teams should confirm this before any billing run.
5
Save and audit the setup
Save the profile, then open Settings and Billing to confirm the saved details flow into subscription, invoice and billing screens.
Expected outcome
Your organisation details are ready for participant records, invoices, service agreements and reports.
Related CordoCare guides
How to invite and manage team members
Invite staff, choose roles, manage seat access and keep participant access scoped correctly.
How to generate NDIS invoices
Create invoices from finalised case notes, review line items, send PDFs and export billing files.
How to configure billing routes and plan managers
Set funding type, billing contact, plan manager details and invoice routing so invoices go to the right place.
Related feature pages
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