You are accessing documentation for Bp Allied version 5. This is not the latest version of Bp Allied.
Support for this product will cease on 1 November 2020
 
 
Due to changes in security requirements for the Medicare implementation using Medicare Online Claiming in Version 5 is longer available. Please contact our support team about upgrading to the latest version of BpAllied to enable this implementation.
Version 5
×
Menu

Invoicing Process and Statuses


The invoicing process has changed in version 5. An invoice has a status attached to it and depending on that status, depends on what can happen to the invoice. A copy of all deleted and voided invoices are kept.
 
The following flow chart shows the Invoice Status process.
 
 
 
The following statuses are possible:
Current Status
Purpose
Status's / Actions available
Draft
Status after initial creation.
Able to be edited and add additional items
 
Awaiting Payment
Paid
Delete
Awaiting Payment
Once an invoice has been finalised it can be changed to Awaiting Payment. This is the status to use once an invoice has been given to a client.
If there is a problem with the invoice it must be voided and a new invoice created.
 
Paid
Void
Paid
Payment has been received and is lodged against an invoice.
If payment has been incorrectly assigned then it must be refunded before the Invoice can be voided if there is a problem with it.
 
Refund
Deleted
Used to negate an invoice before it has been finalised and set to Awaiting Payment
 
None
Voided
Used to negate an invoice after it has been finalised and potentially sent to the client but no payment is currently lodged against it.
 
None