Finance > Accounts Receivable > Invoicing for non-NDIS Participants
Authorised by Chief Executive Officer
Issue Date: 11 February 2019
This procedure relates to participants whose funding source is not the NDIS.
Funds in Court
The procedure for invoicing Funds in Court is to send them a copy of the participant’s signed-off roster. A matching amount from a Carelink-generated invoice is used by the Finance department to create an invoice in Reckon against which payments are applied.
TAC
An invoice is generated from Carelink. The Attendant Care aspect of TAC service is then invoiced through the TAC portal.
Continuity of Support
This is a service funded by the federal Department of Health for those over 65 at the time the NDIS commenced in this region. Funds were allocated and are placed in Kyeema’s account in advance. At the end of the financial year the funds are acquitted and the department will reclaim unspent funds.
Hours of support are documented in the Carelink roster.
DHHS Child Protection or other
Invoicing methods required for services paid by other funding sources are by arrangement with the relevant body.
Hours of support are documented in the Carelink roster.
Generating invoices from Carelink.
1. In Carelink under the Start Page Tab:
•Click on the down arrow next to Start Menu, then click on Imports/Exports/Add-ons.
•Click on Export Invoices.
•Select your start and end dates
•Select funding bodies to include (4 from NDIS list)
•Click on Create Invoices
2. In Carelink go to Reports Centre
•Type Invoice in the Search box, select Financial Invoice
•Complete Date, Select Clients, then click on Display Report
•Print Invoices
Ensure Invoice has Participant Name/Carers Name, Address and Account Detail.