Invoice Management

Claiming, Invoice Management, and Reconciliation of your Financial Information

Invoice Management is an important part of the Participant Lifecycle. Invoices are the primary mechanism that Maica uses to get you paid. This could include sending Invoices to Plan Managers, Participants, Related Parties, or claim funds directly from the NDIS via our integration.

Learn more about Invoice Management

• The Invoice Object within Salesforce

• How Invoices are created, entered, or automatically generated

• How Invoices are sent to the right Recipient

• Understanding Invoice Line Items and Payment Requests

• Reclaiming Payments (where you might have been short-paid)

• Crediting Payments (where you might have been over-paid)

When claiming, you are effectively requesting funds from a Participant's NDIS funding allowance (Plan) so it's important to be sure you have authorisation to do so. Maica is not responsible for submitting unauthorised or inappropriate claims to the NDIS; the required business process to manage claiming is the responsibility of the user.