The Invoice is the primary mechanism enabling payments from the NDIS. Invoices carry multiple Invoice Line Items which, in turn carry multiple requests for payment from the NDIS (Payment Requests). An Invoice can be access via a given Plan record within Salesforce using the following steps:
Open a Participant profile (Salesforce Contact)
Click on the
Plan Managementtab to access a number of plan-related recordsOpen an Invoice to access all available records for the selected Participant
The Invoice object captures a number of critical and useful data points, as described below.
Data Point | Description |
|---|---|
Invoice Date | The date of the Invoice is the date on which the Service Provider has issued the Invoice rather than when the Service was delivered. The Service Date is captured at the Invoice Line Item level. |
Funding Structure | Maica supports 2 different Invoice structures, including:
|
Invoice Total Amount | The Total Invoice Amount is the aggregated Sum of all associated Invoice Line Items. |
Invoice Line Items | Each Invoice is likely going to have at least one Invoice Line Item; these capture the required information to submit claims to the NDIS, including:
|
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