Submitting an invoice
Invoices can be submitted directly in the portal. If you have multiple Home Care Packages, first navigate to the Home Care Package you want to submit.
Scroll down to the "Your invoices" section and click on "Submit invoice"
The first step in the process is to upload the invoice. This is required so that we can see the physical invoices to ensure that all information is correct such as the supplier and invoice details.
Once the invoice is uploaded, you will see the file on the left of the screen. On the right side of the screen is the supplier and invoice details. This form will help you step through the invoice submission, starting with who is to receive the payment.
If you or the package recipient have paid for the services on the invoices and require reimbursement then please select the appropriate option.
If you are submitting an invoice for a supplier, then select the Supplier option and the supplier will be paid once the invoice is processed.
You will need to enter the supplier's ABN as per the invoice. We will validate to ensure that the ABN entered is valid.
The invoice reference, invoice date and due date are required to be entered before moving to the next screens.
On the next screen you can add the individual line items of the invoice. This helps to process the invoice with a faster turn around time.
Begin by clicking on the green "Add" button.
The first step is to add a description for the line item. This should reflect what is on the invoice and will describe the service or product.
Next, you will be able to select the service category for this line item. Your Home Care Package budget will have approved service categories. Please select one of these. If it's not from your approved budget, you can still select the service, but it may cause delays in processing.
Continue to enter the service date, hours/quantity, rate/price and if the line item has GST, is GST inclusive or GST exclusive.
The totals will be calculated below. Click the 'Save' button to continue.
You may continue to add as many line items as needed to the invoice.
Once all line items have been added, you can review the full invoice on the next screen. From here, you may edit line items, if something has been incorrectly entered.
You can view the bank account details that the invoice will be paid into if the payee is the recipient or primary representative.
If there are no bank account details, then you will need to add these to the account after you have verified your account via two factor authentication.
If bank account details have perviously been added, then you can change the payee here, rather than going back to the previous steps.
Once everything has been reviewed you can submit your invoice. It will take a few days to process the invoice.
Occasionally, invoices will be placed on hold and delay the payment. There are a variety of reasons for this which you can read in this article.
