Introduction

There will be circumstances where the Plan Manager will receipt funding from the NDIS to process a provider invoice on a plan that either has $0.00 budget on the service booking or is expired and funding. An invoice processed under these circumstances will need to be excluded from PM Claim Batch, but available for submission into the ABA file.

Establish a budget and Invoice

The following steps outlined relate with creating an invoice and excluding it from the PM Batch.

1. Ensure that a budget has been established against the service booking applicable with the invoice.

2. Create the invoice using the step outlined under Manual Invoice Registration against Plan or Importing Plan Management Invoices (OCR Processing) .

3. Ensure Approval of the invoice.

4. Inclusion of invoice into the PM Claim Batch.

5. Ensure that the status of the PM Claim Batch is set as NEW, if not you will not be able to adjust the invoice status
   
   

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6. Click the Change Invoice Status button to display the Manage Invoice Status form
   
   

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7. Click the drop down list within the Status field applicable with the invoice and set the status to PAID.
   
   

8. For Plan Managers using the NDIS API submit the claim batch through to the NDIS as per normal otherwise download the claim file and upload for those plan managers not using the NDIS API.

9. Await for the return of the remittance and change of batch status. Take action on errors and partial payments.

10. Click the Download ABA File button to generate the ABA file.