Before you start
- 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.
Step 1
Open the participant billing fields
Use the participant profile or billing routing page to review funding type, plan manager and billing contact details.
Step 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.
Step 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.
Step 4
Check routing before each billing run
Use Billing Routing to find participants with missing or inconsistent billing details before invoices are generated.
Step 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.
What you should have now
Invoice routing matches the participant funding arrangement and reduces rejected or delayed invoices.