> For the complete documentation index, see [llms.txt](https://kb.maica.com.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.maica.com.au/ndis-management/invoice-management/credit-management.md).

# Credit Management

You and your team are busy entering in `Invoices` and sometimes a mistake is made where you may have submitted a `Payment Request` and realised something is not right.  Perhaps you claimed the incorrect `Support Category`, `Quantity`, `Amount` or something else.  That's ok, Maica's Credit Management functionality can fix this up for you easily. 

{% hint style="info" %}
The Credit Management functionality allows you to cancel a `Payment Request` that is in the status of Payment Pending or Paid.
{% endhint %}

As part of this process, it is important to note how the NDIS treats the `Payment Request` once it has been cancelled in PRODA:

* If you cancel a `Payment Request` with a `Status` of **Pending Payment**, the `Payment Request` will not be processed.
* If you cancel a `Payment Request` with a `Status` of **Paid**, the Agency may:
  * Send you an invoice requesting repayment of the cancelled amount or
  * Offset your future payment requests against the cancelled amount

{% hint style="warning" %}
This function is **only available via the API**.  If you manage your claiming process via the BPR File, you need to manually cancel the Payment Request in Maica and PRODA.
{% endhint %}

### Let's see it in action

Go to the Invoices tab and select invoice(s) that you wish to cancel its corresponding Payment Request and click **Credit Management:**

<figure><img src="/files/SsvROkxXBKpqOrVUS07y" alt=""><figcaption><p>Launching the Credit Management Quick Action</p></figcaption></figure>

A new screen will show with the `Invoice`, `Invoice Line Item` and `Payment Request` to be cancelled.  From here, all you need to do is select the desired `Payment Request`, confirm the action is correct and click **Credit**.

<figure><img src="/files/BHNNx88i9HnIIm83XRTL" alt=""><figcaption></figcaption></figure>

On completion, you will see a green tick against the `Payment Request` line and the `Payment Request` `Status` will be updated to **Cancelled** in Salesforce.

<figure><img src="/files/tYCS1A4dEKACuVBreM62" alt=""><figcaption><p>Successfully cancelled Payment Request in Credit Management</p></figcaption></figure>

<figure><img src="/files/spxWNpVGLZilaHYs0D9x" alt=""><figcaption><p>Payment Request record once it has been successfully Cancelled</p></figcaption></figure>

You have now successfully cancelled your `Payment Request`!

To recap, if the `Payment Request` had a previous status of **Paid**, you will either receive an invoice from the NDIA, or the amount will be offset against a future `Payment Request`.&#x20;