With Noted’s ACC billing feature, you can compile invoices from multiple services and send them directly to ACC for payment without logging in to another system.
Creating an ACC Invoice:
Navigate to ACC billing using the switcher
Select the services you wish to invoice and click Invoice selected services
You have now created a draft invoice. You can save it to submit later, add an invoice comment or manually add a service
If you are satisfied that the invoice is complete, tick that the ACC invoice is complete then click Save and submit to ACC.
NOTE: All client records must be signed before an invoice can be created. This does not apply to a manual service entry.
Tip: You can add more than one service to an invoice.
Deleting drafts
Draft invoices can be deleted and the services included will return to the Unbilled services list.
Within ACC billing, navigate to your Draft invoices
Select the draft you wish to delete
Click Delete draft and Yes, delete
Reinvoicing billed services
You can re-submit services by Reinvoicing them from their original invoice.
Within ACC billing, navigate to Submitted invoices and select the invoice you wish to change
Select the service you wish to reinvoice and click Modify items
Click Reinvoice items and confirm
A new invoice will be created including these services
Invalidating billed services
Within ACC billing, navigate to Submitted invoices and select the invoice you wish to change
Select the service you wish to invalidate and click Modify items
Click Invalidate items and confirm
NOTE: Invalidating a service is irreversible. If you want to resubmit the service to ACC, use the Reinvoice items option.
Hiding services
Within ACC billing, navigate to Unbilled services and select the button with three dots
Click Hide un-billable services