Stay on top of your cashflow with Invoice Tracker

Your time is precious as a National Disability Insurance Scheme (NDIS) provider. You’re juggling multiple clients, claims, and timelines (not to mention everything else that comes with running a business).

Keeping track of invoices and payments is one of those tasks that, when everything’s running smoothly, shouldn’t take up too much of your time, but it’s still a big part of running a sustainable NDIS business and staying on top of cash flow.

Those quick checks to see what’s happening with an invoice can easily turn into time on the phone, or back and forth emails just to get a simple answer.

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

You can access the My Plan Manager Invoice Tracker here.

Because it’s something you may come back to regularly, bookmarking it can save you time and make it easier to build into your everyday processes.

Why bookmarking helps

Bookmarking My Plan Manager’s 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 invoices in seconds during your usual admin or bookkeeping tasks. It’s a small step that can save time, reduce mental load, and help you stay on top of payments.

Before you start

To use the Invoice Tracker, you’ll need:

• your ABN
• details from an invoice you’ve already submitted to My Plan Manager

There’s no login required, and no sensitive personal information is needed, making it a simple and secure way to check progress.

How to bookmark the Invoice Tracker

Google Chrome (desktop)

1. Open the Invoice Tracker in your browser
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 the 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 the Invoice Tracker
2. Click Share (the box with an arrow)
3. Select Add Bookmark
4. Choose where to save it and click Add

Bookmarking on mobile

iPhone/iPad (Safari)

1. Open the Invoice Tracker
2. Tap the Share icon
3. Tap Add Bookmark (or “Add to Favourites”)
4. Save

Android (Chrome)

1. Open the Invoice Tracker
2. Tap the three dots (top right)
3. Tap the ⭐ star icon
4. Saved automatically

Make Invoice Tracker part of your routine

Every business has its own way of managing admin, but having a simple process in place makes a big difference.

The My Plan Manager Invoice Tracker fits easily into your regular bookkeeping or admin workflows. For example:

• After submitting invoices (and waiting at least one day for processing), you can quickly check their status without needing to call
• When reviewing accounts or reconciling payments, you can confirm what’s been processed
• If a payment feels delayed, you can check if anything has been flagged before following up
• If there is an issue, it will usually be visible in the tracker, so you’ll know whether to take the next step or wait for My Plan Manager to get in touch.

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 Invoice Tracker when you’re doing your regular admin, use it before following up unpaid invoices, send it out to your team who have this on their task list – you know they’ll appreciate less time on the phone!

It’s a simple addition to your process, but one that can save time, reduce uncertainty, and give you more confidence that everything is on track.

Invoice Tracker: check it out now

Take a moment now to:

1. Bookmark the Invoice Tracker
2. Save it somewhere easy to access
3. Use it the next time you check on an invoice

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