Welcome to Invoices, a new feature brought to you by HealthForce Connect. Now, managing your bookings and viewing invoices is easier than ever, all within one platform.
First, you’ll navigate to the left-hand side and click “Invoices”.
Once in the invoices tab, you’ll have access to several functionalities!
View Multiple Tax Years
At the top of the page, you’ll be able to choose which tax year you’ll want to view. We recommend loading all of the tax years the first time you use this feature. Once loaded the system will listen out for updates to ensure that all the documents are up to date.
Next, you can choose to show more records on the page. We’ll automatically default to 5 records per page, but you can see up to 50.
View Singular or Multiple Locations
You have two options to view your locations: in the bottom left-hand corner called “My Locations” or in the middle at the top of the page called “Your Locations”.
If you are using the “Your Locations” in the top section of the Invoices feature, you can choose whether you want to view one location, or all locations:
Search for invoices
If you have a specific invoice number that you need, you can search for it with our new search button – making it significantly easier to find what you need:
Download invoices
To download your invoices, you will click the invoice number on the most left-hand column in the table.
Once you have clicked the invoice number, a pop-up will come up asking you which format you would like to download the invoice – you can choose either excel or PDF:
Print invoices
If you want to print your invoices, you simply navigate to the “Print Page” in the right hand:
Once you have clicked this button, you will then get a pop-up where you can choose what details you want to have on the printed invoice:
Overdue Payment Invoices
If you have any overdue invoices, they will appear in the table in red:
If you have more than one invoice that is overdue, the total amount will appear in the top of the table. You may have to use the drop-down to show more records or move to the next page if the total amount does not match what is showing up in the table.