SAH - Supplier Invoices - Add

Before proceeding, please make sure:

1. That you have added in a clients budget where at least 1 service has been marked as Externally Provided (more information here), and;
2. That you have completed the setup steps found here

The following instructions have been created to guide users on adding in 3rd Party Invoices from subcontractors and brokers. Under Support at Home claiming there has been a large increase in the level of data that needs to be submitted as such a lot more information needs to be added in for each invoice.

For some providers, they will be completing the management of 3rd party invoices externally and uploading these in bulk. If this is you please ignore this article and use the separate bulk upload article.

Access

To access this area, you will need to have been given access (instructions found here)

If you have the correct access, you can navigate to the feature through the Quick Access Menu:

Searching and Filtering Invoices

The supplier invoice list supports filtering by supplier name. The search is case-insensitive and supports partial matching — you do not need to type the full supplier name or match the exact capitalisation. For example, typing "lite" will surface a supplier named "Lite n' Easy".

Use the search bar at the top of the invoice list to filter results. Additional filters such as date range and status are also available.

Creating an Invoice

To create an invoice simply hit the green New Invoice button found in the top right of the screen:

A screen will pop up and allow users to enter the details of the invoice

Base Setup:

1. Users are able to drag and drop a file or alternatively click upload file and upload from their computers file system. Once uploaded, the file will display in this area for quick reference
    
2. If the user needs more space on the screen for filling out details they can hide the preview which will expand the right hand side
    
3. This area contains the base setup of the invoice:
   • Client - which client does this invoice belong to. Each invoice in TurnPoint (and SAH) has to be related to one client. In the event you have multiple clients on the same invoice, you will need to repeat this process for each client but can use the same file
      
   • Invoice Number - used to reference later on as well as exporting to accounting softwares
      
   • Supplier - Name of supplier delivering the service
      
   • Invoice Date - Date of invoice
      
   • Due Date - Date the invoice is due, used for accounting softwares
      
   • Status - Pending
      
   • Find by Package - this is toggle that will allow the user to associate to a clients budget by either using:
     • Package Type
     • Purchase Order Number

Service Item Lines

This section will go through adding in individual service item lines

1. Service Date - Date the service occured on. This is different to HCP where you could use invoice date, under Support at Home you MUST use Service Date
    
2. Description - This field is used to describe the service/item being delivered. It is especially important if it is an item with a code of "other" as this will be sent as part of the claim
    
3. Qty - The number of units from the invoice (Hours/Items etc)
    
4. Rate - The rate as displayed on the invoice (Depending on the Service Type chosen, this may or may not be used for claiming. If the Service Type is set to hourly or trip on the price plan, then this rate will be ignored. If the Service Type is setup as Invoice or Invoice +10% on the price plan, then this rate will be used for claiming)
    
5. GST - Is GST included in the rate entered - if so, TurnPoint will remove the 10% GST before claiming
    
6. Package Type - Choose from the clients available Package Schedules based off Date of Service
    
7. Service Type - Once Package Type is chosen, TurnPoint will lookup a clients budget to see if a service is available. If there is an external service type available on the budget it will show on the drop down list
8. If further information is needed, an edit icon will show up:
   
   1. SaH Wrap - If TurnPoint detects a AT/HM Service Type, the Wrap drop down will be made available. Wraps are used to identify services that have been delivered as part of AT/HM Items. This might include Case Management as Administration or other services such as training. You must associate either a Wrap OR an Item with an AT/HM Service Type
       
   2. SaH Item - If TurnPoint detects a AT/HM Service Type, the Item drop down will be made available. Items are used to further identify AT/HM Service Types as to the product/home modification item that has been utilised as part of the clients funding. You must associate either a Wrap OR an Item with an AT/HM Service Type
       
   3. SaH Health Professional - For some AT/HM items you will need to specify which Health Professional referred the item for purchase
       
   4. Purchase Method - For AT/HM service types, select whether the item was Purchased or Loaned. Previously the system automatically applied "Purchased" for all items. The selected value is submitted as part of the claims file to PRODA. If you are unsure, select Purchased unless the funding arrangement specifies otherwise.
       
9. Account Reference No. - Assign an Accounting Ref number per line as required
    
10. Repeat for as many rows as required
     

Invoice Total Summary

Below the line items table, TurnPoint now displays a real-time invoice total summary, including:

• Subtotal (ex-GST) — the net value of all line items before GST
• GST — the total GST component across all lines
• Total — the overall invoice amount including GST

This summary updates automatically as you add, edit, or remove line items, so you can verify the overall invoice amount without needing to save first.

Exporting Invoices to CSV

The supplier invoice list can be exported to a CSV file for use in external accounting systems or for reconciliation purposes. To export, use the Export button in the invoice list toolbar.

The CSV export includes the following fields for each invoice and its line items:

• Invoice Date
• Reference No.
• Due Date
• Supplier Name
• SII Reference Number (e.g., SII-12345) — TurnPoint's unique internal reference for the invoice
• Status
• Client
• Service Date
• Description
• Qty / Rate / Amount

Note: Only active line items are included in the export. Deleted or soft-deleted lines are excluded to ensure the exported data accurately reflects the invoice as it stands.

Invoice Status and Claim Protection

Supplier invoices move through a status workflow: Pending → Approved–Unpaid → Approved–Paid (or Declined). Once an invoice has been included in a claim, reconciliation item, or statement, TurnPoint applies additional protections to preserve data integrity.

Status changes

• Statuses cannot be changed away from the approved group while the invoice is claim-linked. For example, you cannot move a claimed invoice back to Pending.
• Transitions between approved statuses (e.g., Approved–Unpaid to Approved–Paid) remain permitted.

Editing invoice content

Whether you can edit the content of an invoice (such as line items, service details, or Health Professional Type) depends on the status of the associated claim:

• Draft claim: Invoices linked to a claim that is still in Draft status can be edited. This allows you to correct errors on an invoice before the claim is submitted, without needing to remove it from the claim first.
• Finalised or submitted claim: Once a claim has been finalised or submitted, the linked invoices are locked for editing. This protects the integrity of data that has been or is being sent to the Government.
• Reconciliation item or statement: Invoices linked to a reconciliation item or statement are fully locked for editing.

If you need to amend an invoice that is locked, please contact your TurnPoint support team to discuss the appropriate resolution path.