Advice and answers from the coreplus Team

Search results for:batch invoice

Batch invoice payment for a client

Apply a batch payment to a client's outstanding invoices… Batch invoice for a client… to reverse a batch payment was completed, you will need to manual adjust each invoice as required

Batch invoice payment for multiple clients

Click on Data then Batch Jobs and click on Batch Invoice Payment 2… Batch invoice payment allows you to apply a single payment to multiple invoices of different clients… client groups added before you create your first batch invoice(s)

Print or pay batch invoices

Process batch invoices after they have been created… From the Dashboard go to Data>Batch Jobs>Batch Invoice payment 2… To reprint a batch invoice

Batching Invoices for Hearing Services Australia (HSP)

Batch together your invoices to submit to Hearing Services… You can then Download the batch invoice as a .CSV Status of Claims: New - A brand new invoice… Submitting a batch invoice to HSO Portal

Appointment to invoice creator

Making batch invoices through the appointment creator… client groups added before you create your first batch invoice(s)… Creating batch Invoices

Reconciling Batched Invoices for Hearing Services Australia (HSP)

How to reconcile your batched invoices once they've been submitted to the Hearing Services Claiming Portal… Once you have submitted your Batch Invoice CSV to the Hearing Services Claiming Portal you will be ready

Weekly Newsletter #43 - 26th April 2021

'Lawyer' filter now added in Batch Invoice Payments When running a batch job for Invoice Payments… of a given client when generating an Invoice Report!… you are now able to select 'Lawyer' as a filter to include in the generated invoice list

How to reconcile a Hearing Services Manual Claim

Create a Claim (HSP) 2) Go to Dashboard > Hearing Services > Batch Claim 3) Batch and generate the… externally to the coreplus integration you can follow the steps below: 1) Create the Hearing Services invoice… claim/invoice in question and download the .CSV Batching Invoices for Hearing Services Australia (

Weekly Newsletter #48 - 31st May 2021

Lawyer contact is now added to Appointment to Invoice Creator to batch invoice them from the list of… 'Lawyer' contact now included as an invoice recipient in the Appointment to Invoice Creator

Creating an NDIS invoice template

Control the look and feel of your NDIS invoice… Navigating to invoice Templates… Select the NDIS template when generating an invoice