Before invoicing ACC, there are several important steps that need to be completed. Ensuring these steps are done correctly is essential for a smooth invoicing process.
Set up your ACC integration: Click here to view the guide
Set up your ACC services here: Follow our guide for service setup.
Link ACC claims to appointments here: Learn how with this guide.
Create a new ACC invoice
Navigate to the ACC tab > then select Invoices > then select the + New Invoice button.
Select the practitioner(s) and date range that you would like to invoice for.
Note - the invoiced date range can only cover a 3-month period due to ACC's requirements.
Review vendor ID, contract ID and declaration date details on the right-hand side.
Note - vendor ID and contract ID will default to the default of the first practitioner that you choose. You can override this as required.
Add additional filters or leave blank for all related ACC services.
Note - services with an ACC claim linked to the appointment or support activity (booked in the calendar) will show ready for invoice. For more information see our guide on linking an ACC claim to an appointment here.
Tip - Saved Filters
Workspaces created saved filters that they can reload for quick, repeatable invoicing workflows. This can allow you to save all practitioners at one or all locations as an example.
Click on the Run report button.
In the table, tick the services to be included in the invoice or tick the checkbox located at the top of the list to select all appointments.
Adjust the details of each invoice line such as claim number, service code, billing method, quantity and purchase order if required.
Click Create draft to review the information and the pricing prior to submitting the invoice to ACC or submit the invoice to ACC without previewing it first.
If you have created a draft you can review it prior by clicking view from the three dots and then click Submit to ACC.
Review invoice status
Once your invoice has been submitted to ACC you can monitor the status of invoices in the invoices section in the main ACC tab.
To refresh the status of an invoice, click the three dots in the actions column and select "Refresh Status."
ACC statuses include:
Error: An issue occurred when submitting your invoice. Hover over the error status to view details. Contact ACC or splose support for assistance in troubleshooting.
Awaiting Authorisation: The invoice has been received by ACC but has not yet been reviewed or authorised.
Authorised: The invoice has been received and authorised for payment.
Paid: The ACC invoice has been successfully paid.
Part-Paid: The invoice has been partially paid, with some invoice lines remaining unpaid. You can view and reconcile these invoice lines to check their status. See our guide on reconciling.
View invoice details by selecting the three dots under the actions column and choosing "View."
The ACC invoice table has several columns that can be filtered.
Tip - Purchase order number
A purchase order number can be associated with an accepted ACC claim and this can then pre-populate in the purchase order field in an invoice. See our guide here to learn how to do this.