1
Open the participant billing fields
Use the participant profile or billing routing page to review funding type, plan manager and billing contact details.
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Case notes and billing
How to configure billing routes and plan managers
Set funding type, billing contact, plan manager details and invoice routing so invoices go to the right place.
Finance users, coordinators, managers and admins
8 minutes
App area: /dashboard/billing/routing
Before you start
Check these items before changing participant, billing or compliance records.
- Know whether the participant is NDIA managed, plan managed or self managed.
- Have plan manager organisation, contact name, email and phone ready.
- Confirm invoice email with the participant, nominee or plan manager.
Steps
Follow this workflow.
2
Set the funding route
Choose NDIA managed, plan managed or self managed. Use overrides only where the participant needs a different route from the default.
3
Add plan manager details
Enter plan manager name, organisation, email, phone and any required invoice reference. Keep this current because invoices rely on it.
4
Check routing before each billing run
Use Billing Routing to find participants with missing or inconsistent billing details before invoices are generated.
5
Update when the participant changes plan manager
When plan manager details change, update the participant before the next invoice and note the change in communications if needed.
Expected outcome
Invoice routing matches the participant funding arrangement and reduces rejected or delayed invoices.
Related CordoCare guides
How to generate NDIS invoices
Create invoices from finalised case notes, review line items, send PDFs and export billing files.
How to run a billing cycle
Use billing runs, billing periods, unbilled summaries and exports to complete a repeatable finance workflow.
How to manage a participant profile
Use the participant overview, tabs, contact actions and profile completeness checks to keep records current.
Related feature pages
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