If you need to add a supplemental invoice you must first have an original (parent) invoice to start from as well as agreed upon supplemental rules in place. A final requirement is that the invoice must be in the Ready for Payment, Paid, or Awaiting Payment status if the carrier is Licensed. When the carrier is not licensed then for Vendor User can only add supplemental invoice when the invoice is in Ready for Payment, Paid or Payment Received status, however Vendor Admins can add a supplemental invoice when the invoice is in Submitted - Awaiting Payment status as well.
Follow these steps to get started:
- From the dashboard view in the application you will notice the familiar Insurers and Invoices boxes. First you need to select the carrier in the Insurers box this will populate all invoices for that carrier. Next locate the invoice in the Invoices box that you wish to add a supplemental to
- Once the invoice has been found, as you scroll your mouse over the right side of the line that shows your invoice number and status you will notice an icon that appears (a small blue box with a smaller white box) if you hover over the icon it will say "Add Supplemental Invoice". Click on that icon.
- You will then be brought to the claim information page where you will select and highlight the claim from the Results box and estimate from the Estimates box that correlates to the supplemental invoice. Then click the green Select Estimate button
- Next, you will fill out the information on the add invoice page like you would any other invoice making sure to fill it out according to the supplemental agreements you have in place. Make sure to select Calculate and submit when you are done.