How to Submit an Invoice Using MyDirectPlan Mobile Application (Passport)

Once you have reviewed your saved expenses and are satisfied that they are accurate, you can then submit them to the Passport Office.

Only expenses with the status “Saved” can be selected for submission. 

When submitting expenses to the Payment Processing Office, a PDF copy of the Passport Purchase of Service Invoice Form will be generated and submitted with all expense data and any attached receipts. 

To submit your expenses to the Passport office: 

  1. Open the MyDirectPlan Mobile application. 
  2. Sign in to your MyDirectPlan account.
  3. Switch to the Recipient for whom you want to add the expense.
  4. Navigate to the Expenses section by selecting the Expenses tab at the bottom of your screen.
  5. Select the checkbox next to the expense(s) you want to submit and then tap on the orange "Create Invoice" button.
  6. A disclaimer will slide up from the bottom of the screen, asking you to confirm the action. Select the checkbox to agree to the disclaimer, then tap on "NEXT".
  7. If you have multiple Payees on your account, choose the desired Payee for this invoice from the “Select Payee” form, then tap on “NEXT”. The Payee is the person who will receive reimbursement for this claim. 
    If you choose a Payee that is unverified, you may still proceed with submitting the invoice, but reimbursement will be delayed.
  8. You will have the option to either "Review" your invoice and/or "Submit” it to the Payment Processing Office.
  9. Tap on Review to see a preview of the populated Passport Purchase of Service Invoice Form that will be submitted. 
  10. Tap on "Submit" to send your expense(s) to the Passport office. A copy of your Passport Purchase of Service Invoice Form, along with all attached receipts and supporting documents, will be forwarded for processing.
  11. Once this action is complete, a copy of your submission will be saved in the "Submitted Invoices" section of your account.

    Congratulations! You have officially submitted an invoice! 😊 

    Still need help?  

    • If you encounter any issues while submitting an expense on MyDirectPlan, please fill out a contact form so our support team can assist you.