Invoicing
- David Fisher (Unlicensed)
The Work Order Line Item will create an Invoice Line Item once the Status = Completed
The Invoice Line Item will be related to an Invoice record, where users will be able to claim invoices to the NDIS.
Users can also generate an Invoice Export file by navigating to the Batches object. To create a new batch, press New.
To generate an invoice export, set Batch Type to Invoices and select the Start Date and End Date of the Invoice Line Items that are being exported.
To generate the Invoice Export file, press Generate Invoice Line Items.
A preview of the export file will be shown. To download, press Confirm. All exports can be downloaded from the Files section on the Batch record.
Please note:
If data is missing for Participants in the CSV file, please ensure that the following fields have been configured correctly:
Categoryon the Opportunity record needs to have a value. IfCategory=nullORPrivate Care, then theReference Nowill not show the Participant'sNDIS Number.Service Provideron the Service Agreement record must haveRecord Type=Organisationand a value for theAccount Numberfield.The Work Order Line Item record must have a related Agreement Item record
The Work Order Line Item
Status=Completedto generate an Invoice Line Item