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How the Trust's Self‑Billing Works in Insights

This article explains the Trust’s self-billing process: how invoices are processed, how agencies access invoice and backing data, and what agencies need to do (or not do) to receive payment.

Summary

  • The Trust uses a self-billing process. The Trust processes and pays invoices directly via the Insights platform each month. Agencies can view invoices and backing reports in Insights but do not need to raise or submit invoices to the Trust.

How self-billing works

  • Monthly processing: The Trust logs into the Insights platform on a monthly basis to process and pay invoices to agencies.
  • Payment execution: The Trust is responsible for generating and paying invoices to agencies through Insights; agencies do not need to send invoices to the Trust for these payments.

Access to invoices and backing data

  • Agency visibility: Agencies (and named users authorised by their agency) have access in Insights to view the invoices and the associated backing reports and reference data the Trust uses for payment.
  • Retrieval of documentation: Authorised users can retrieve invoices, backing reports, and related payment information directly from Insights.

Agency responsibilities

  • No invoice raising required: Agencies do not need to raise or submit invoices to the Trust when the Trust is operating under the self-billing process.
  • Maintain authorised users: Agencies should ensure the correct staff have authorised access to Insights so they can retrieve invoices and backing reports as needed.

Practical steps for agencies

  1. Confirm which staff members have authorised access to Insights for your agency.
  2. Use those authorised accounts to log into Insights to view and download invoices and backing reports.
  3. Rely on the Trust to process and pay invoices monthly via Insights; do not send separate invoices to the Trust.

Conclusion Under the Trust’s self-billing arrangement, the Trust performs monthly invoice processing and payments through the Insights platform. Agencies retain read access to invoices and backing reports in Insights but are not required to raise or submit invoices to the Trust.