The Apoio Pulse – Issue 54 - Efficient Invoicing

Hope you’re all doing splendidly! We’re here with a little nudge about something super important—efficient invoicing. Yes, it's more than just paperwork; it's about making everything smooth for everyone involved.

Here's the scoop: Delayed invoicing can complicate things. When invoices take too long, funds might not be readily available, leading to a waiting game for manual claims. But it’s not just about the funds. It's about our amazing participants too! They're learning to manage their budgets, and every delayed invoice introduces unnecessary challenges. It makes it harder for them to stay on track and for us, as Plan Managers, to support them effectively.

And here’s an important note: it’s an ATO requirement that an invoice must be produced within 28 days if requested. It’s essential for keeping the financial side of things transparent and timely.

So, let’s aim to keep our invoicing as timely as possible. It helps maintain smooth financial operations for our participants, making our shared journey more effective and supportive.

Thank you for all that you do and for joining us in this effort. Together, we’re not just managing plans; we’re empowering dreams.