💡This article applies to network leads with the Invoices feature role who are using the new Unite Us experience. You have the Invoices feature role if you see the Invoices tab in the Unite Us toolbar. You’re using the new experience if you see the Browse Resources tab in your Unite Us toolbar. If you see My Network in your Unite Us toolbar, refer to the Manage Invoices as a Network Lead article.

This article includes the steps you need to take to manage and submit invoices to payers, as well as dispute payers’ responses to those invoices. For more information, go to the Self-Paced Learning Opportunities section of Unite Us Learn and search for “invoices.”

Manage and Submit Invoices to a Payer

After an invoice administrator submits an invoice for contracted services, you can review and approve the invoice for organizations you manage in Unite Us Payments.

When you receive an email notification that an organization’s invoice administrator submitted a draft invoice for review:

Go to the Invoices tab of the Unite Us toolbar.
Go to All Invoices.
From the Status* filter, select Needs Attention. This status applies to invoices that an invoice administrator submitted for review.

*The full list of invoice statuses can be found only in the All Invoices folder. Other folders include only those invoice statuses that match the folder’s name.

Dispute a Rejected, Accepted, or Paid Invoice

To dispute an invoice that a payer has rejected, accepted, or marked as paid after discussion with the organization’s invoice administrator:

Go to the Invoices tab of the Unite Us toolbar.
Click All Invoices. Use the Status filter to view all invoices with a Rejected by Payer, Accepted, or Paid status.
Open the relevant invoice and click Dispute.
Select the reason for the dispute.
Add any additional information and click Dispute this invoice. Unite Us sends the payer a notice of the dispute.

Note: All dispute-related communication between you and the payer occurs outside of Unite Us. After a resolution has been reached, the payer can update the status of the invoice and the new status appears in Unite Us.

Archive an Invoice

The archive feature allows you to clean up your Invoices workqueues by archiving individual invoices you are no longer working on. Archiving moves the invoice from its current folder to your archive folder.

To archive an invoice:

Go to the Invoices tab on the toolbar at the top of your screen.
From one of your invoice workqueues, select an invoice that you want to archive.
Click Archive.

After you archive an invoice, you can still view it in the Archived workqueue. If you want, you can unarchive an invoice, and it will appear in a folder based on its previous status.

You cannot archive invoices that are still being worked on by any user in the invoice process. Invoice administrators at network lead organizations cannot archive invoices in the following statues:

In Queue to Payer
Submitted to Payer