Invoices

Overview

All invoices in Astalty are generated via an Invoice Batch - if you would like to learn more about Creating an Invoice Batch - click here. Each participant Invoice is created per the management type assigned in the Service of the charge items that are billed.

Viewing the Invoice

Invoices can be viewed via:

• the Invoices page within Finance

• The individual invoices within Invoice Batches

Once opened you can view:

1. the details included in the Invoice:

   • Invoice Number

   • Void - the whole invoice, see our Voiding Invoices guide for more information.

   • Invoice Details of who it was sent from and who it is addressed to.

   • Charges included

2. Invoice Control:

   • Send - to a relevant stakeholder or someone else

   • Download - download a copy of the invoice as a PDF

   • Invoice Status - Awaiting Payment or Paid

   • Invoice Amount - Total Invoice Amount

   • Amount Due - Total Outstanding

   • Dates of Invoice

   • Due Date - of invoice

3. Invoice Emails:

   • Email of who the invoice was sent to (recipient)

   • were they successfully received by the recipient:

     • a green tick represents that the invoice was successfully received by the recipient inbox

     • a red cross indicates that the email may be incorrect (if not please reach out to support@astalty.com.au

4. Actions and Close

   • Within Actions:

     • Export Tasks & Notes

       • includes support worker notes

     • Disable Reminders

     • Mark as Paid

   • Use the Close button to exit the Invoice