Generate TPA Invoice

How To Generate Invoices:

Double-click Generate Invoices.

In the Third Party Invoices window, enter the TPA invoice information, as follows:

Invoice Month: this field cannot be modified. Ensure you are generating invoices for the correct month and year.
Starting Invoice Number: Use the defaulted number or enter the sequence number to be used. This field is based on the last number utilized in the TPA Config table. Invoices will be ordered successively (i.e. 1, 2, 3, etc.). This field can be modified to assign a different sequence of invoice numbers to the TPA Invoices.
Sort By: Invoices can be sorted by Code (vendor number or Primary Code) or Name (Associate Name).
Print Labels: Select this checkbox to have the system automatically print address labels for the invoices.
Include TPA Description: Select this checkbox to include the Description field from the User Wells tab on the Invoices below the Location / Description field.

Click OK. When processing completed, the system will display

The Third Party Invoice Summary Report will automatically appear. GST will be part of the sum amount displayed on the Third Party Invoice Summary report, and will be broken out on the actual Invoices.

Choose File > Print or File > Save As.

Invoices do not display, but will generate when either printing the report or saving the Invoice Summary report.

How are the periods calculated on the Invoices?

Print options pop up for the Third Party Invoices will automatically appear. OK.

If selected, the print options pop up for the Third Party Invoice Labels will automatically appear. Ok.