Invoice Actions

Learn about the Invoice Actions within Maica

What are the Invoice Actions?

Invoice actions refer to actions and tasks related to managing and handling your Invoice. There are several actions you can take within an Invoice in Maica, including the following:

Action	Description
Process	This allows you to process payment for a given Invoice, provided Maica's integration with Stripe has been enabled.
Claim	This claims the Invoice amount via your configured NDIS claim method.
Reclaim	Reclaiming a Failed or Rejected Invoice manually via the Claim Quick Action
Cancel	This cancels the Invoice which will exclude it from being claimed.
Credit	This allows you to process a credit back to the NDIS via your configured claim method in cases where Invoices have been incorrectly overpaid.
Sync with Xero	This synchronises the Invoice with the Xero financial system as well as receives any payments that are recorded in Xero against any given Invoice.

Which Action applies to which Funding Type?

The table below provides a summary of Invoice Actions and the applicable Funding Type(s).

Function	Agency Managed	Plan Managed	Self Managed	Self Funded	HCP
Claim
Process Invoice
Email Invoice
Credit
Cancel
Sync with Xero

To dive deeper into each Action, please visit the specific pages for detailed information on every Action.