Invoices

Step by step

1. 1

   Select Import a PDF invoice and choose the provider's PDF. The supplier, dates, totals and line items are read from it for you.

2. 2

   Check the extracted invoice: supplier, participant, invoice number, invoice date and service dates. Correct anything that is wrong before saving.

3. 3

   Choose the Scheme, Support at Home or Home Care Package, and the Payment type, either Supplier payment or Client reimbursement.

4. 4

   Check the line items and add or remove lines so the Lines subtotal matches the bill. A different Invoice total is flagged before you save.

5. 5

   Tick This invoice is matched to a purchase order only when an active order covers that participant and provider, the amount and the service dates. Then select Save invoice.

6. 6

   Select Enter by hand for a paper invoice, or a PDF that could not be read, and type it as it appears on the supplier's bill.

7. 7

   Work the Invoice queue by selecting Approve or Reject on each pending invoice. Pending invoices without a purchase order are marked in amber.

8. 8

   Check the figures at the top for what is Waiting for approval, its value, and how many invoices are Without a purchase order.

The screen