Daily use · 9 articles

Invoices & claims

Everything you need to process invoices end-to-end in Navigator — from the moment an invoice arrives, through review and approval, to the claim being paid by the NDIS.

At a glance

The invoice lifecycle

Every invoice moves through five stages — from the moment it arrives in your inbox to the claim being paid.
1
Received
Arrives by email or is created manually. A task is opened.
2
Reviewed
Your team checks extracted data and line items.
3
Approved
Customer or contact approves — or it auto-approves.
4
Submitted
Sent to the NDIS through PRODA as a formal claim.
5
Paid
The NDIS pays the claim and Navigator records it.

Jump in

Get started quickly

The three things your team does most often with invoices. Start here if you're new.
The basics

Understand what an invoice is

Invoices vs claims, key fields, line items, and how they arrive in Navigator.

Read the overview
Daily workflow

Review & approve an invoice

Walk through reviewing an invoice, confirming line items, and sending it for approval.

Start a review
End to end

The full lifecycle

Follow an invoice from arrival all the way through to the NDIS paying the claim.

See the lifecycle

Browse by topic

All articles

Organised the way your team thinks about invoice work.
Basics
1 article
Workflow
3 articles
Statuses & automation
4 articles
Notes & reference
2 articles

In a hurry?

Common questions

How do I reject an invoice? What triggers auto-approval? Contact isn't getting approvals Why did automation fail?