Approving Invoices

• You can request for invoices to be automatically approved
• You can have one person approve invoices and another person pay for them
• Any invoices that aren't approved in 7 days will automatically be approved and become invoices to pay so if the invoice is incorrect you will need to reject it before this time.

Here's a reminder of how it works:

Nominating an email to receive invoice approval notifications

If you would like to be the one to receive invoice approvals you will either need to have created the account with your email address OR you can nominate your email (or somebody else) to receive the notifications to approve the invoices.

If you have created the account with your email address you don't need to do anything until you receive the notification to approve the invoice and once you receive the email you simply need to log into your account with your email and follow the steps below.

If you would like a different email address to receive the invoice approval notifications ( e.g. you would like another family member or case manager to approve the emails) you will need to change this in your account details.

1. Log into your account
2. Go to Manage My Account
3. Go to My Account Details
4. Scroll down to Invoice Nominee Details and add the email address you wish to receive the invoice approval notifications ( please note this is different to the person who will receive the approved invoices). 
5. Let the nominee know what the login details are for the account so they can go in and approve the invoices.

Approving the invoices

After a worker submits their invoice you (or the nominee) will receive an email letting you know there is an invoice to approve in your account.

Follow these steps to approve the invoice;

1. Received an email telling you there is an invoice to approve
2. Log onto your Careseekers Account
3. Go to dashboard
4. Go to Invoices and Approve Hours
5. Click on approve hours
6. Click on view invoice 
7. Click Approve or Approve & Pay (if paying with a credit card)
8. Once you have approved the invoice, it will be emailed to a provider or you will need to pay it either via EFT or Credit Card.

Please note unapproved invoices are called Job Reports and will have a different number to invoices.

Watch this video to see how to approve invoices and nominate a new email to receive invoices

Combining multiple job reports into a single invoice 

You have the option to combine multiple job reports submitted by your support worker and generate them into a single invoice. 

Watch this video to learn how to create invoices that have multiple  job reports

Rejecting an incorrect timesheet