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The Maica solution allows for automatic claiming of funds from the NDIS via a direct connection to its digital systems (APIs). The primary mechanism to achieve this is Invoices and associated Invoice Line Items. Invoice Line Items are related to Support Items for which specific funds are claimed.

To capture an Invoice in Maica, follow Invoice Line Items or Support Items are the primary link between the service being delivered and the funds being claimed from the NDIS. Once the Invoice has been created, Invoice Line Items are added by following the steps outlined below:

1. Click the New Invoice button on either the main Salesforce menu or within any selected list view

2. The Invoice Capture screen will ask for the following initial fields:

   1. Service Provider which is the organisation raising the Invoice; this can either be an external service provider or your own organisation

   2. Participant which is the person of whose behalf the Invoice will be claimed and financially settled

   3. Invoice Date which is the date of the Invoice being captured

   4. Invoice Number which is the external invoice number, should the Invoice be submitted from an eternal service provider

   5. Funding Structure which can have one of two values, including:

      1. Plan-Managed - this invoice structure validates all Invoice Line Items (and therefore Support Items) against available Service Bookings before accepting them

      2. Self-Managed- this invoice structure does not validate against any Plan/Service Booking information, as funding might be external; any available Support Item can be added

   6. Claim Behaviour which can have one of four values, including:

      1. Claim Immidietly which will claim the Invoice straight away after submission from the NDIS for payment; no delay in this process

      2. Use Claim Behaviour which will use the Claim Settings to determine how long to wait between Invoice submission and claiming from the NDIS

      3. Do not Claim which will omit the Invoice from being claimed altogether; this can be manually claimed at a later point

      4. Under Review which will place the Invoice into a state where a review is required and action needs to be possibly taken

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1. A blank Invoice Line Item will be shown in the Invoice console requesting the following details:

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      Service Date which is the date on which the service was delivered as distinct from the Invoice date. This date is key to validating if available funding exists with the relevant Service Bookings.

2. Support Category which are shown in a pick list based on the Service Date for the associated Participant. This means only Support Items belonging to the shown Support Categories can be added.

3. Once the Support Category has been selected, all applicable Support Items are shown the pick list right next to Support Category and are available for selection.

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