Enable Plan Management Anniversary Billing

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.

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.

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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.

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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.

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

Monthly Anniversary Billing is automatic once 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..).