Unlock an Invoice from the PM Claim Batch

The following information provides guidance on unlocking an Invoice from the batch

To unlock a supplier invoice select the batch containing the invoice that is to be unlocked from the PM Claim Batch list. With the batch open double click the supplier invoice followed by clicking the unlock button. This action will reset the invoice status to Draft.

If there have been no amendments made to the data, other then for the change of status the invoice record does not need to be saved. Within the PM Claim Batch you will observe the invoice status will reflect the DRAFT status and the unclaimed panel will be updated with the $ value of the invoice. PLEASE NOTE that unlocking an invoice that has already been paid will result in a reversal being applied against the participants plan.