Creating the Funding Claim
From your existing funding claim record, through the claim form, invoice creation, submission to Services Australia, and watching the claim status come through — 12 steps, all inside D365.
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| Step by step |
One screen at a time — ideal for following along or demonstrating |
| View all steps |
All 12 steps on one page — ideal for reference or training |
Start step by step — Step 1 of 12 →
View all 12 steps on one page →
What you’ll cover:
- Navigate to the funding claim and open the claim form
- Create the invoice and submit it to Services Australia
- Run the periodic claim submission
- Update claim details and confirm Pending approval
← Your Funding Position Getting Paid →