Anniversary Billing allows you to automatically generate enables monthly processing fee invoices for plan management clients to be automatically generated. This guide covers the process of align your explains how to align invoicing to support this invoicing method. This required requires you to download a service booking file from the NDIS Provider Portal - Brevity will use this to determine the status of previous monthly processing fee claims for the plan, to align to an anniversary billing date for the plan.
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Please note this feature is being rolled out currently and is not available in all customer instances |
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Downloading a Current Service Booking File
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The first step is to upload the service booking file you that was downloaded earlier. The system will analyse the monthly processing fee claims on in the file to determine when you have invoiced up to, and what need still needs to be invoiced still.
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Step 2: Review and confirm the invoicing details detected by the system
The next step is to review and confirm that the dates and amounts are correct. The system will align the dates based on the plan end date, so invoicing happens on this date each month. Once confirmed you can click the Import data button. This will generate invoices if required to bring invoicing up to date to the last anniversary invoicing date. Invoices will then be automatically be generated on this day each month going forward.
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The next step will confirm the number of invoices generated. The process will also generate a claim batch and include these invoices within the claim batch. A link will be provided on the confirmation screen to open the claim batch.
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Invoicing Going Forward
The system will automatically enabled the monthly Monthly Anniversary Billing is automatic once you have completed the import is completed. Invoices will be generated automatically going forward. These will be available for claiming on the claim batch screen (Care Management > Plan Management Claims) and by selecting PM Fees option within the invoice type filter. This will allow you to invoice at any interval of your choosing (weekly, fortnightly, monthly, etc..).
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