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 |
|---|---|
This allows you to process payment for a given Invoice, provided Maica's integration with Stripe has been enabled. | |
This claims the Invoice amount via your configured NDIS claim method. | |
This cancels the Invoice which will exclude it from being claimed. | |
This allows you to process a credit back to the NDIS via your configured claim method in cases where Invoices have been incorrectly overpaid. | |
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.
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