Mark an invoice as claimed

When should I mark an invoice as claimed?

After you’ve submitted a claim through the NDIS app or portal, come back to Capsure and mark the invoice as claimed.

How to mark an invoice as claimed

1. Open an invoice in your board

2. Click Mark as claimed

3. Add your claim details (optional)

4. Click Save

Add a claim date (recommended)

Adding a claim date helps Capsure track when you can expect your NDIS payment.

• This allows the invoice to be included in an Expected NDIS deposit

• You’ll see grouped payments based on when you submitted claims

If you skip this step, the invoice will still be marked as claimed — it just won’t be included in a deposit prediction.

Add a Claim ID (optional)

You can also add a Claim ID for your records.

This is useful if you:

• Want a clear reference for future audits

• Need to match claims with NDIS payment records

• Prefer keeping detailed documentation

What happens after I mark as claimed?

Once saved:

• The invoice moves to the Claimed section

• If a claim date is added, it will be grouped into an Expected NDIS deposit

• You’ll be able to see when payments are likely to arrive

💡 Why this matters

Even if you’re claiming outside of Capsure, marking invoices as claimed helps you:

• Keep everything in one place

• Stay on top of incoming payments

• Maintain clear records for audits

Using the Claim Wizard?

If you’re using the Claim Wizard (Chrome extension), you don’t need to do this manually — Capsure will automatically mark invoices as claimed and save the claim details for you.

👉 Learn about Claim Wizard

Something not working?

If you’re unsure whether an invoice has been claimed or need help updating details, you can:

• Open the invoice and edit it anytime

• Or reach out — we’re here to help