Anniversary Billing enables monthly processing fee invoices for plan management clients to be automatically generated. This guide explains how to align invoicing to support this invoicing method. This 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.
Please note this feature is being rolled out currently and is not available in all customer instances
Downloading a Current Service Booking File
It is important that you are not processing any other claims while you run this this update. The first step is to download the latest service booking file from the NDIS Provider Portal. Follow the instruction here on how to download the latest service booking file.
Aligning Invoicing to Anniversary Date
We have created a function specifically for enabling the Anniversary date billing and aligning your previous claims with this billing method. This function is available via a link on the monthly processing fee invoicing screen, as shown below.
Step 1: Upload the service booking file
The first step is to upload the service booking file that was downloaded earlier. The system will analyse the monthly processing fee claims in the file to determine when you have invoiced up to, and what still needs to be invoiced.
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.
Step 3: Confirmation
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.
Invoicing Going Forward
The system will automatically enabled the monthly Anniversary Billing once you have completed the import. Invoices will be generated automatically going forward.