How to add / update payment details of the client?

When Blys sets up an account for a Support Coordinator, the payment details—such as the invoicing email and associated organisation—are typically entered during the initial registration process. However, it is not uncommon for clients to change their Home Care Provider or NDIS Plan Manager over time. In such cases, it may be necessary to update the payment information to ensure invoices are sent to the correct contact.

To update or change the payment details associated with a client’s account, please follow the steps below:

1. Log in to your Blys account using your credentials.

2. Navigate to the "Payment" tab located in the dashboard menu.

3. In the Payment section, you will have the option to update the relevant details. Please enter the new email address for invoicing purposes, along with the name of the company (e.g., the new Plan Manager or Home Care Provider).

4. Once the correct information has been entered, click "Save" to confirm the changes.

These updates will ensure that all future invoices are directed to the appropriate party, preventing any disruption to billing or service continuity.

If you encounter any issues or require assistance, please don’t hesitate to reach out to the Blys support team.