What is amending an invoice?
Amending an invoice means making changes to an invoice. The amended invoice is then resent to the client or their funding organisation. An amended invoice does not have a new invoice number.
What is the difference between reissuing, splitting and amending an invoice?
Reissuing an invoice
This means resending the invoice without making any changes. An invoice is often reissued as a reminder for an organisation to make an outstanding payment. Clients, whether self-managed or managed by an organisation, receive an email invoice copy every Wednesday when the invoice is generated. If a client cannot find an invoice in their emails and wants another copy, you can download the invoice from the Billing section of their Mable profile and email it to them.
Amending an invoice
This refers to making changes to the invoice, and then resending it to the client or their funding organisation. It is important to note that the amended invoice does not have a new invoice number. Because the invoice number does not change, you must use the original invoice date when using the invoice date to locate the invoice or an invoice case on Salesforce.
Splitting an invoice
Splitting an invoice refers to creating a new invoice with some shifts from the original invoice. The difference between a split invoice compared to amending one is a second invoice with a new invoice number is created by splitting. Meanwhile, the original invoice retains its invoice number.
To learn more about split invoices, please visit our helpful guide.
Why would an invoice need to be amended?
Most amendment requests are from NDIS plan-managed clients to add line items or support categories. Both plan-managed and self-managed clients have support categories they are approved for in their plans. These support categories determine what type of support the client can receive through their plan.
Please note because self-managed clients know what type of support they receive, they often do not need invoice amendments.
Plan managers may ask for a line item to be added to the invoice. Line items are reference numbers for a type of support, informing the plan manager of which support category to claim the support.
Why isn’t this information on the invoice already?
Mable does not have access to clients’ NDIS plans. We are unaware of which support categories clients are approved for and which support types they will receive on Mable before they do so. If a particular line item or support category needs to be on invoices, the client and their plan manager must let us know beforehand.
What if a support provider requests an amendment to be made to an invoice?
Invoices are issued to the client and may have sessions for multiple support providers. Because of this, invoice amendment requests must come from the client or their funding organisation.
If the support provider requests an amendment because of a cap rate issue, our Accounts team must confirm with the plan manager that the client’s plan allows for that support category.