SAH - Supplier Invoices

Eziplan recognises that many companies already have processes and software in place for managing supplier invoices. We want to ensure companies can continue to operate in this way while remaining compliant from a claiming perspective.

To support this, Eziplan has introduced functionality allowing you to bulk upload invoice item lines into the system. Two templates are available on this Knowledge Base article.

PLEASE NOTE 1: Once an item is uploaded, it cannot be deleted. Instead, users must “Decline” the invoice. The record will remain in the system to maintain a complete audit trail in Eziplan.

PLEASE NOTE 2: An invoice consists of shared invoice information (e.g. Invoice Number) and unique invoice item lines (e.g. Date of Service). For each client invoice: 1. The same invoice must include the common invoice information marked with * in the list below. 2. Unique item lines are marked with ** in the list below.

PLEASE NOTE 3: If any invoice reference number in your upload file matches an existing invoice that is already in Approved–Unpaid or Approved–Paid status, the entire upload will be rejected. TurnPoint will display an error listing the conflicting reference numbers so you can correct the file before re-uploading. Invoices in Pending status are not affected and can still be updated via bulk upload.

Upload Based on PO Number

Companies can use this template to upload invoices that match a client based on the PO numbers entered into the client’s budget.

invoice.reference* – A text field usually used to record the Invoice Number as a unique identifier.
invoice.invoice_date* – A date field (YYYY-MM-DD) used to record the date listed on the invoice.
invoice.due_date* – A date field (YYYY-MM-DD) used to record the supplier payment due date.
invoice.client_id* – A numeric field matching the client ID stored in Eziplan. This can be found on the client list or their profile page.
invoice.supplier.name* – A text field matched against the list of suppliers added in the system.
invoice.status.name* – Represents the status of the invoice. For most bulk uploads, this should be set to “Approved – Paid”. Other available options include:
- Pending
- Processing
- Approved – Unpaid
- Declined
item.service_date ** – A date field (YYYY-MM-DD) recording the date of service for the line item.
item.purchase_order_number** – A text field used to link the line item back to a client’s budget.
item.description** – A text field for any additional information, if required.
item.units** – The number of units included in the invoice line.
item.unit_amount** – A numeric field representing the rate per unit. This is not the total – Eziplan will calculate the total automatically.
item.gst_type** – Defines how item.unit_amount should be treated for claiming and payment purposes:
- free – GST-free item. Claiming and payment are calculated as item.units × item.unit_amount.
- in – GST is included in item.unit_amount:
  - Claiming: item.units × (item.unit_amount ÷ 1.1)
  - Payable: item.units × item.unit_amount
- nin – GST applies but is not included in item.unit_amount:
  - Claiming: item.units × item.unit_amount
  - Payable: item.units × (item.unit_amount × 1.1)

Upload Based on Service Type and Package

Companies can use this template to upload invoices that match a client based on the Package Type and Service Type associated with a client’s budget.

invoice.reference* – A text field usually used to record the Invoice Number as a unique identifier.
invoice.invoice_date* – A date field (YYYY-MM-DD) used to record the date listed on the invoice.
invoice.due_date* – A date field (YYYY-MM-DD) used to record the supplier payment due date.
invoice.client_id* – A numeric field matching the client ID stored in Eziplan. This can be found on the client list or their profile page.
invoice.supplier.name* – A text field matched against the list of suppliers added in the system.
invoice.status.name* – Represents the status of the invoice. For most bulk uploads, this should be set to “Approved - Paid”. Other available options include:
- Pending
- Approved - Unpaid
- Declined
item.service_date ** – A date field (YYYY-MM-DD) recording the date of service for the line item.
item.package_id** – A number field that represents the ID of your packages in Eziplan.
item.service_type_id** – A number field that represents the ID of your services in Eziplan
item.description** – A text field for any additional information, if required.
item.units** – The number of units included in the invoice line.
item.unit_amount** – A numeric field representing the rate per unit. This is not the total – Eziplan will calculate the total automatically.
item.gst_type** – Defines how item.unit_amount should be treated for claiming and payment purposes:
- free – GST-free item. Claiming and payment are calculated as item.units × item.unit_amount.
- in – GST is included in item.unit_amount:
  - Claiming: item.units × (item.unit_amount ÷ 1.1)
  - Payable: item.units × item.unit_amount
- nin – GST applies but is not included in item.unit_amount:
  - Claiming: item.units × item.unit_amount
  - Payable: item.units × (item.unit_amount × 1.1)

📋 SaH_Supplier_Invoices_Template.xlsx

📋 SaH_Supplier_Invoices_Template - PackageService.xlsx

SAH - Supplier Invoices - Bulk Upload

Upload Based on PO Number

Upload Based on Service Type and Package