How We Work | FOR PURPOSE Bookkeeping and Accounting

Having chosen plan management, the process is simple.

Submit Invoice

Providers and Participants can submit invoices via email to invoices@forpurposebookkeeping.com.au

Authorise

We will seek your approval for all invoices prior to processing via email.

Submit Claim

We will claim invoices from the NDIS portal.

Payment

If the claim has been successful, we will pay the invoice directly to the provider.

If the claim has been unsuccessful, we will follow-up with the NDIS and provider and determine what the issue is and have it rectified.

Confirmation

We will advise your provider we have paid the invoice.

As a Plan Managed participant with us you will have access to our Careview App, a Plan Management portal that has been designed to provide participants and their families a faster and easier way to view their NDIS funding in real time.