Add a New Invoice

Apr 28, 2025 3 months ago 9 Steps
Planaji allows Plan Managers to enter invoices from Service Providers.

Step-by-Step Guide

1 Navigate to the Invoices tab from the left hand menu
Navigate to the Invoices tab from the left hand menu
2 Click o n the "Add Invoice" button on the top right
Click o n the "Add Invoice" button on the top right
3 Then select your Participant from the dropdown list
4 Enter the Invoice Number thats on the Service Providers Invoice. NB: the invoice number is unique for each Service Provider
5 Select the Service Provider from the list
6 The Service Provider ABN is automatically populated
7 If you have emails setup then you can choose the email from the "Link Email" dropdown
8 Leave the status as NEW
9 Click "Add Line" to start entering the Invoice Line Items
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