Show participants, nominees and families their remaining budget and invoices in the app, with PDFs, payments and a way to pay online.
Before you begin
- The portal user has the Budgets and/or Invoices area.
- For Pay now: online payments set up through Settings → Integrations (Stripe online payments).
What the budget view shows
The family portal is a paid add-on and is still marked as a preview in CompanionAxis. The steps below are what the product does today; check with your account manager that it is switched on for you.
- They open the Budget tab.
- The top card shows the plan dates, how much is left, and how much of the total has been used.
- Under By category, each support category shows what is left with a plain-English note.
- On Home, the Budget section shows the amount left at a glance.
Family app Budget tab with the plan card and By category list
What the invoices view shows
- They open the Invoices tab and choose Invoices, Payments or Plans at the top.
- Each invoice shows its number, the date issued, total, and Owing or Paid.
- They select View to open the invoice as a PDF.
- Where they pay the invoice themselves, Pay now opens a secure card payment page.
- Payments lists payments received and which invoices they paid; Plans lists any payment plan with what is paid and the next due date.
Family app Invoices tab with one invoice Owing and the Pay now button
Check it from the staff side
- Go to People → Participant and family portal and choose the participant.
- Read the Budget and Invoices cards. They show the same figures the portal does.
- If a card is locked, the area isn’t shared. See Choosing what each portal user can see.
Tips
- Give money areas only to the person who manages the money.
- Families see the same invoice PDF you send, so check branding and footers in Settings → Branding.
If something goes wrong
Pay now isn’t shown
The app says why under the invoice, for example Paid by the NDIS or your plan manager, Covered by your payment plan or Online payment not available. Online payment needs Stripe payments switched on.
An invoice is missing
Only issued invoices show. Drafts stay in Billing → Invoices until they are sent.
The budget shows No current plan
The participant has no current NDIS plan with budgets in CompanionAxis. Add the plan in People → NDIS plans and budgets.