# Customer Service Management : Invoicing NDIS Plan-Managed Participants In this article, we will help you figure out how claims for **Plan-Managed participants** are done and how Comm.care streamlines your claims and payment process and helps you get paid easily. For Plan managed participants, you have to send a standard invoice to the Client’s Plan Manager and they will pay for your services directly. The invoice needs detailed support logs and subtotals for each NDIS line item and will be submitted by the Plan Manager to the NDIS Myplace portal. Therefore, your Organisation has to create invoices and send them to the participant’s Plan Manager. To get paid, you must provide the following information as evidence of your support delivery to the Plan Manager, when requested: - approved service agreement containing the schedule, cost, quantity, type, and quality of supports to be delivered and their location; as well as the expected outcomes for the participant - approved quotes as appropriate - evidence of support quantity - evidence of support type - staff rosters - final report or assessment Depending on the nature of your support service, additional documentation guidelines may apply and be requested as part of the Provider Payment Assurance Program. Let’s see how to handle all of this with just a few clicks on Comm.care; ## Claim Process for Plan-managed Clients on Comm.care Before claiming, please make sure all the support delivery is documented. See the detailed tutorial about [About Organisations Calendar](About%20Organisations%20Calendar.md). Now let's see how the claim process is done on Comm.care. Go to Organisation > Reports > Select the Occurrence Date _It is best to create reports every 2 weeks or monthly._ Select Roadmap type: NDIS- Plan Managed _Create all the NDIS Plan manager invoices_ - On **Filter Progress Notes by purpose** select `3.1 Create Claim`. - Click on the blue button: **Generate report**. The application will list all the unclaimed Progress Notes. - Click on the button **Action** and click **Create Plan Manager Invoices**.  The generated report will list all the information from the Progress note, which includes: **Circle name, service and its status, Time of delivery, Title of the appointment/PN, Support items and type of service (Direct service or provider travel), Total time of service delivery and unit price.**  _Email all the invoices to Plan Managers_ - On **Filter Progress Notes by purpose** select `3.2 Send Email`. - Click on the blue button: **Generate report**. The application will list all the unsent claims with Progress Notes delivered between the Occurrence date filter. - Click on the button **Action** > **Email Invoices to Plan Managers**. The application will send the invoices to each Plan Manager and participant if CCed according to the configured Recipient on Circle's Roadmap. [Add Support Services to Roadmap](Add%20Support%20Services%20to%20Roadmap.md).  _Export Invoices to your Accounting system (MYOB/Xero)_ - On **Filter Progress Notes by purpose** select `3.3 Export Claims`. - Click on the blue button: _Generate report._** The application will list all the claims that are **emailed** but not exported to the Accounting system. - Click on the button **Action** > **Export as accounting file**. The claims (NDIS Invoices) will be downloaded. It is already in MYOB, Xero or Quickbooks format with the correct data, you just need to upload it into your accounting system for invoice reconciliation.  > _Note: **If you click the Download CSV option**, the file will be downloaded in the same format as the accounting file, but the system would not pick those claims as exported. In short, **Comm.care** **will not be able to track the exported claims as you have just downloaded and not exported.** When you are ready to export to PRODA, you should select the **Export as accounting file** option._