Our FAQs are based on the most commonly asked questions by our coreplus community. This section focuses on questions asked about invoicing, payments and purchases. Each collection has its own FAQ article, simply navigate to the collection to find each article for our most frequently asked questions!
This article covers:
How do I apply a payment to an invoice?
To process a payment for a service that you've provided go to the client's file, click Invoicing, click on Actions then Edit for the invoice you would like to apply a payment to, click on the $ button or Payment \ Auto Assign, enter the payment details, then click OK, finally click Update Invoice
💡 You can also click on the invoice number to quickly edit the invoice
Step by step guide found here: Apply a payment to an invoice.
Can I apply a refund to an invoice?
Yes, you certainly can. Here is a step-by-step help guide: Raising credits and refunds.
💡 If you are seeking a Reversal/Refund via a Tyro EFTPOS payment click here: Reversal/Refund via a Tyro EFTPOS payment
How can I stop the emails I receive when I unlock an invoice?
The emails you receive when invoices are unlocked cannot be turned off within your coreplus account, due to being an implemented security measure in place. If you'd like to hide or filter out these emails from your inbox, most email providers such as Gmail or Outlook allow you to create rules to achieve this.
Why can't I edit an invoice?
Once an invoice has been printed or downloaded as a PDF, it will be automatically locked. The locked invoice prevents users without the correct access from modifying it after being finalized. You can unlock one or multiple invoices at a time.
Go to the Client File>Invoicing> Actions > Unlock
Can I create and send batch invoices?
You can quickly and easily apply a payment to multiple invoices for one client. This is especially helpful if a client has paid for more than one invoice at a time, or if an insurer has paid off invoices for a single client.
Once you’ve opened a client's file, click on Invoicing > Batch Invoicing Select the date range or any other filter you wish to use, then click List Invoices, enter the payment details then click Next, then click Complete to finalize the payment.
See help guide here: Batch invoice payment for a client
Can I combine and print all of my client's invoices that can then be issued to a third-party recipient?
The answer is yes, the workflow on how to do is outlined below!
💡 If the third party requires the invoice's print out to display certain elements, you can achieve this by creating an invoice print template
Why aren't my claims being paid by Medicare?
If you have noticed some of your bulk bill or DVA claims that you are transmitting to Medicare aren't being paid, there's a chance the listed payee provider number on the invoice hasn't been linked with your Minor ID and/or banking details. To confirm this, you can contact the Medicare eBusiness hotline on 1800 700 199.
Heres a help guide on troubleshooting Medicare claims: Troubleshooting Medicare claims
Please let us know if you have any questions and don't forget to rate this help article below so that we can continue to improve our support to you!