Invoice Statuses

Apr 28, 2025 1 month ago 6 Steps
Invoices in Planaji go through various statuses. This section describes what these statuses are and where they are used.

Step-by-Step Guide

1 New

This is when new invoice is entered in the system

2 Verified

Once you have entered the invoice and save it successfully then you can "Validate Invoice" from the Invoices tab. NB: Export to PRODA file picks up all invoices in the Verified status only

3 Unverified

If the invoice fails the validation check then the status is automatically set to Unverified and the reason is added to the Remarks field

4 Open

These are invoices which have been paid by PRODA/NDIS and are waiting to be paid to the Service Provider

5 Paid

These are invoices which are paid to the Service Provider and effectively done

6 Dispute

These invoices are marked as in dispute if the participant doesn't agree with it

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