Introduction

Cancelling Invoices is a feature available only to those plan managers using the NDIS API to manage participant plans. Located on the Plan Management claim batch the Cancel Invoices forms is accessed by clicking on the Bulk Cancel Invoices button as shown below. Options available include cancelling the Invoice or Cancelling and Removal from Batch.

Please note that invoice cancellation can not be undertaken on a claim batch that has a batch status of claimed.

This process will allow for the processing of a reversal on the provider invoice that sent through in the PM Claim Batch, and returning the invoice to a status of APPROVED. You can drop the invoice out from the batch as per the instructions in the topic Removing Invoices from PM Claim Batch.

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Bulk Cancellation of Invoices

To cancel invoices within the PM Claim Batch observe the following steps:

1. Select the Plan Management Claims sub menu to display the Plan Management Claim Batch List.

2. Search for the relevant claim batch that contains the provider invoice(s) that are to be cancelled.

3. Click the Bulk Cancel Invoice button to display the Bulk Cancel Invoices form. On load of the form if invoices are not displayed select the Hide Fully Paid Invoices checkbox.

4. Select the batch invoices listed that are to be cancelled.

5. Select the applicable action from the Bulk Cancel Action.

6. Click the SAVE button