To add a Client, again click on Client in left-hand menu, then click on New. This open up new client form as shown below, enter their details to ensure complete details and compliance. Its Important to type NDIA number if you want to claim funds from NDIS. Hit save and you are done.
In order to allocate funds to the client, go to the same client and click on "Add Funds" option.
This will open below option. User can fill this information and then can also set expiry date of the funds.