> 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/invoice-overview.md).
# Invoice Overview
In Maica, the `Invoice` record houses all the information captured either as part of your service delivery or entered via the Maica Invoice Entry component. The `Invoice` is essentially an umbrella record, or container made up of `Invoice Line Item` and `Payment Request` records.
As we said, an `Invoice` will exist likely as a result of the following scenarios:
* Entered via the Invoice Entry component (by Plan Managers)
* Completed service delivery event (by Care Workers)
We will explore these scenarios in more detail in this section.
An `Invoice` record is where you can find the following information and functionality:
* Invoice Date and Amount (GST and Total)
* NDIS Claim Information (NDIS Reference & Last Sync Date)
* Invoice Line Item Related List
* Invoice Payment Status, or inclusion in ABA file (for Plan Managers)
* Invoice Field History
## Invoice Summary Section
The Invoice Summary section contains a number of **Roll-Up Summary** fields that aggregate data from the associated `Invoice Line Item` record(s). For example: if there are 3 `Invoice Line Item` records with a `Line Total` of $100 each, the `Total Amount` value on the `Invoice` record will be $300.
In the event that there are no `Invoice Line Item` records all the rollups in this section will be blank.
| Field Name | Notes |
| ------------------ | ---------------------------------------------------- |
| `Total Line Items` | **COUNT** of associated Invoice Line Item records |
| `GST Amount` | **SUM** total of the Invoice Line Item: `GST Amount` |
| `Amount` | **SUM** total of the Invoice Line Item: `Amount` |
| `Total Amount` | **SUM** total of the Invoice Line Item: `Line Total` |
## NDIS Claim Information Section
If you are claiming the `Invoice` funds from the NDIS, the NDIS Claim Information section contains a number of helpful fields summarising the claiming behaviour as well as a number of aggregate fields displaying a breakdown of how PRODA has treated the claimed `Invoice Line Item` records.
| Field Name | Notes |
| ------------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `Total Fully Paid Items` | **COUNT** of associated Invoice Line Item records where `Status` = `Fully Paid` |
| `Total Partially Paid` | **COUNT** of associated Invoice Line Item records where `Status` = `Partially Paid` |
| `Total Not Paid Items` | **COUNT** of associated Invoice Line Item records where `Status` = `Not Paid` |
| `Claim Behaviour` |
How the Invoice will be claimed from PRODA. This value is set when the Invoice is entered via the Maica Invoice Entry component.
This value will only be populated when the Invoice field Funding Structure = Plan Managed
For the Invoice Entry component, the default Claim Behaviour value is determined by your organisation's Claim Method (defined under the Claim Management area of Maica Settings) per the below:
Claim Method = API, default to Claim Immediately
Claim Method = BPR File, default to Claim via BPR File
|
| `Claim Scheduled At` |
If Claim Behaviour = Use Claim Settings, Maica will populate the date and time the initial Payment Request record was created and submitted to PRODA.
If you manually update Claim Behaviour = Claim Immediately, the date and time value will be cleared.
This value will only be populated when the Invoice field Funding Structure = Plan Managed
|
| `Invoice Recipient` | Indicates who will be emailed a copy of the `Invoice`. For Participants, if a related `Connection` record exists where Invoice Recipient is set to true, the email will be sent to this `Contact`. |
## Claim Behaviour
The Claim Behaviour picklist contains a range of values that have
## Invoice Status Overview
Please refer to the article below for an overview of the Invoice Status values and how these are managed.
{% content-ref url="/pages/GtghKcc7qj3iwJJge7BF" %}
[Invoice Status Management](/ndis-management/invoice-management/invoice-status-management.md)
{% endcontent-ref %}
## Invoice Payment Status Component
Want to know the Claim and Payment `Status` of the `Payment Request` records associated with an `Invoice`?! If so, look no further than the **Invoice Payment Status** lightning component that is displayed on the `Invoice` record right above the `Invoice Line Item` Related List (see below).
This handy component summarises the key payment information from the related `Payment Request` records (via the `Invoice Line Item`), displaying a bullet point summary of each `Payment Request` including the `Paid Amount`, the `Paid Date` and the `ABA Export` that they have been included in.
If the `Payment Requests` have been associated with more than 1 `ABA Export` records, **multiple** bullet points will be displayed.
The Invoice Payment Status component on the Invoice record
## Scheduling Invoices
From time to time, you may want to process Invoices more regularly and forget about having to manually set this up each month/week. A good use case for this could be Plan Management fees which need to be processed each month. We offer you the ability to schedule Invoices by using the `Schedule Invoice` button on the Invoice, as shown below.
Once this button has been clicked, the below screen will present a number of options to you, including:
* Setting the Start and End Date which can either be set to be a custom date range or the Start and End Date that the associated Plan is using
* Setting the Interval which will allow you to schedule the Invoice to be either Daily, Weekly, or Monthly
* Setting the Frequency which will determine how often this Invoice is claimed; for example `Every 2 Months.`
