Check your payment status with My Plan Manager's invoice tracker

As a National Disability Insurance Scheme (NDIS) provider, your time is valuable. You’re juggling clients, claims, compliance, and deadlines (not to mention everything else that comes with running a business), and that means any opportunity to streamline things is welcome.

Keeping track of invoices and payments is one of those tasks that, when everything’s running smoothly, shouldn’t take too much of your time – but it’s still a big part of running a sustainable NDIS business, and that means you’ve just got to knuckle down and do it.

Those quick checks to see what’s happening with an invoice can easily turn into time you don’t have being spent on the phone or emailing back and forth just to get a simple answer and shore up your cashflow.

But don’t worry – that’s where My Plan Manager’s invoice tracker can help.

Our invoice tracker is the simplest way to check the status of an invoice you’ve submitted to us without needing to pick up the phone and go through time consuming (but necessary) privacy checks and conversations. It gives you peace of mind that things are on track and lets you quickly spot if something needs attention.

Because our invoice tracker is something you may come back to regularly, bookmarking it can save you time and make it easier to build cashflow follow-ups into your everyday processes.

Why bookmarking helps

Bookmarking our invoice tracker means it’s always just one click away when you need it. Instead of searching for the link or relying on memory, you can quickly check the status of your invoices in seconds during your usual time for admin.

Bookmarking is a small step that can save time, reduce mental load, and help you stay on top of payments. Once you’ve saved the link to our invoice tracker, you can:

• quickly check the status of your claim 24 hours after submitting an invoice
• confirm what’s been processed when you’re reviewing accounts or reconciling payments
• look to see if anything has been flagged before following up on a payment (if there’s an issue, it will usually be visible in the invoice tracker, so you’ll know whether to take action or wait for us to get in touch)

There’s no login required, and no sensitive personal information is needed, which makes our invoice tracker a simple and secure way to check on the progress of your claims. To use it, you’ll need your ABN and details from an invoice you’ve already submitted to us.

How to bookmark the My Plan Manager invoice tracker

Google Chrome (desktop)

1. Open our invoice tracker 
2. Click the star icon in the address bar
3. Choose where to save it (e.g. bookmarks bar)
4. Click ‘done’

Microsoft Edge (desktop)

1. Open our invoice tracker 
2. Click the star icon in the address bar
3. Choose your location (e.g. favourites bar)
4. Click ‘done’

Safari (desktop – Mac)

1. Open our invoice tracker 
2. Click the box with an arrow (‘share’)
3. Select ‘add bookmark’
4. Choose where to save it and click ‘add’

Apple iPhone/iPad (Safari)

1. Open our invoice tracker 
2. Tap the ‘share’ icon
3. Tap ‘add bookmark’ (or ‘add to ‘favourites’)
4. Save

Android (Chrome)

1. Open our invoice tracker 
2. Tap the three dots at the top right of the screen
3. Tap the star icon
4. Our invoice tracker will be saved automatically

A simple habit that saves you time

Building small habits into your workflow can help reduce stress and free up time for the work that matters most.

You might want to check our invoice tracker weekly, use it before following up unpaid invoices, or send it out to those in your team who are responsible for finances – you know they’ll appreciate less time on the phone!

It’s a quick win that can make your day-to-day admin just that little bit easier.