Care Services

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.


   
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 →