Invoicing Process and Common Invoice Errors

Overview

This Astalty Weekly Training Session centred around the Invoicing Process. We discussed aspects of the software relating to the invoicing process and also common errors that users experience during this process. Following the Invoicing Process 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

• Services