Telus TPM Documentation
This is an old revision of the document!
Invoice and Claim Entry
Invoice Entry
An Invoice can be entered in one of two ways:
The only difference between these two is that the invoice created from the contract claims tab will display the Contract Companies for Claimant selection (instead of just all companies) and if New Claim is selected after the invoice is created, the contract that was used to start the invoice will automatically be linked and the user won't need to search for a contract.
Click New Invoice
The Invoice Edit screen will display.
Enter in all required fields: Invoice Number, Invoice Date, Amount Requested, Claimant Name, Start Date and End Date.
The Amount Requested is the amount for the entire invoice. This is not a per contract amount.
The Claimant Name is seleted by clicking the Search button.
If the invoice was started from a contract, this will show the Contract Companies in addition to All Companies. If the invoice was started from the invoice search screen, only the All Companies tab will display data.
Select the company row either by highlighting and clicking the Select button, or by double-clicking the company row.
The Deduction Number Hint field is optional. If there is a known deduction number associated to this invoice, enter that information here. This will help in the deduction auto-matching process.
