APLD – New Invoice

This lesson explains how to create a new invoice from the Financial tile on the Application Dashboard in TEAMS. It introduces the main sections of the New Invoice screen and shows how invoice details, instalment plans, fee items, discounts, and final invoice generation are managed to ensure accurate application-level billing.

• Explains how to open the New Invoice screen from the burger menu under the Financial tab on the Application Dashboard.
• Describes the three main areas of the screen, including the read-only Applicant Profile Tile, the Invoice Summary Tile, and the Fee Selection Tile.
• Covers how to enter invoice details such as invoice date, instalment plan, and invoice reference, and explains how instalment plans can generate one or multiple invoices.
• Shows how to select fees by fee type, review the loaded rate and total, and understand GST and fee setup behaviour.
• Explains how to apply discounts, select a mandatory discount reason, add notes, and include fee items in the invoice grid.
• Highlights the final review and completion steps, including invoice confirmation, linked applicant and agent invoice information, and permission-based invoice deletion after creation.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.