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Adding Invoice Line Items (Support Items)

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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.

Invoices can either be entered manually or imported (using a CSV file) if being processed on behalf on a Participant for external Service Providers or automatically generated if raised on behalf of your own organisation as part of service delivery activities.

To capture an Invoice in Maica, follow 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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