Invoice Dispatch Flow Logic

Learn about how Maica dispatches Claims and Invoices

Once Invoices have been created, either automatically or manually, Maica then has the ability to dispatch these as either self-managed, plan-managed, or agency-managed Invoices as per the flow shown below.

Maica Invoice Dispatch Flow Logic

The following logic applies to each funding type as specified on the Invoice.

Funding Type	Maica Action Description
Self Managed	Self-managed invoices are sent out using a standard Salesforce Email Template invoice. This is either sent to the participant directly or to a configured connection to the participant marked as Invoice Recipient
Plan Managed	Plan-managed invoices are sent out using a standard Salesforce Email Template invoice. This is sent to the recorded plan manager (capturd via an account lookup on the contact).
Agency Managed	Agency-managed invoices are submitted to the NDIS, either via the API or claim file, as payment requests to claim for the required funds.

This dispatch flow can be amended (or disabled) to implement your required logic including a potential integration with a finance system to take ownership of invoices.