2 October 2024

This Astalty Weekly Training Session centred around our Invoicing Process. We discussed all aspects of the Invoicing Process, delving into each menu item and the outcomes associated. Following the specified training we conducted an Ask Me Anything, where users asked questions about the difficulties they were having.

Resources

Invoice Batches

• Creating Invoice Batches
• Invalid Charges
• Generating Bulk Upload file

Invoices

• Voiding Invoices

Payments

• Receipt File
• Reconciling NDIA Payments
• Adding Plan & Self Managed Payments

NDIA Managed Participants - Invoicing Brokerage Process

Participant Profile

• Updating The Management Type of A Participant
• Financial Menu
• Services