Introduction

Brevity allows the plan manager to generate a PM Batch file that lists the financial intermediary setup cost service fee (14_033_0127_8_3). For plan managers using the NDIS API to manage participant plans, the generation of the financial intermediary setup cost is processed through the Service Booking form. For those plan managers not registered to use the NDIS API, refer to the topic Plan Management Invoicing.

Generating financial intermediary setup Invoice

To generate financial intermediary setup invoice observe the following steps:

1. Search for the applicable plan listed within the Plan Management Record List.

2. Click the Service Bookings icon to open the Service Booking form
   
   

   Open

   

3. Select the Setup costs hyper-texted link. This action will create an approved financial intermediary setup invoice. Please note that if this option is not present then the setup costs have already been claimed for the current policy period.

4. To add the financial intermediary setup invoice to the Batch for processing by the NDIS refer to the PM Batch topic.