Openforce Invoicing Guide

Table of Contents
Step One: Access Your Invoices......................................................................................................................... 2

Step Two: Review Your Invoices........................................................................................................................ 3
Step Three: Submit Your Invoices ..................................................................................................................... 3
Step Four: Navigating the Invoicing Tab ........................................................................................................... 5
Invoice Submission and Payment Timeline ....................................................................................................... 5
2024 Invoicing Schedule ................................................................................................................................ 6
FAQ’s ................................................................................................................................................................ 7
Dispute .......................................................................................................................................................... 7
Update payment method or direct deposit bank ........................................................................................... 8
Update personal info ..................................................................................................................................... 8
Accessing past invoices ................................................................................................................................. 9
Downloading 1099 files ................................................................................................................................. 9
Fees ............................................................................................................................................................. 10
Contact Info................................................................................................................................................. 10
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Openforce Invoicing Guide 12/04/2023
Confidential. INTERNAL USE ONLY - Copyright © Liveops, Inc. 2022. All Rights Reserved. Unpublished and Confidential property of Liveops, Inc.
Directions: Use this guide to help your business when submitting invoices using Openforce.
Remember: You must enroll in order to submit invoices and be paid.
Step One: Access Your Invoices

1. Go to www.oforce.com.
2. Make sure you are on the Log In tab.
3. Enter you Email and Password.
4. Click Log In.
5. The page will open on the My Settlements tab.
6. Click Invoicing.
2
Step Two: Review Your Invoices
To review your invoices, you can:
1. Page over.
2. Change the number of invoices shown on the page.
3. Enter a key word into the search bar.
Key word
Step Three: Submit Your Invoices

To submit an invoice, you can:
1. Click the check boxes next to the desired invoices.
2. Click the Submit Invoices button.
3
Once you have submitted your invoices, a pop-up box will appear with the total invoice amount.
3. Review the total, then click Submit.
4. Once the invoice is successfully submitted, you will see ‘Submitted OK’ under the Submission Status
column.
Please Note: Invoices cannot be paid unless they are submitted
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Step Four: Navigating the Invoicing Tab
Openforce is very easy to use. The top row allows you to search by the field in each column.
Please Note:
The Date of Service is the date you answered calls or provided service.
The Submit Date is the date you submitted your work for that service.
Invoice Submission and Payment Timeline

How often do I need to submit invoices?
VERY IMPORTANT!
You may submit invoices whenever you want, but Liveops Openforce is located in Arizona.
recommends submitting them daily. That way you can review Openforce automatically converts
your call history while it is still fresh in your mind. In addition, your call times into AZ time. Rest
you will always be up to date and include the maximum number assured your time is being invoiced
of invoices in your submission for the next invoicing period. correctly regardless of what time
zone you are in.
Also, in the event of any disputes, reviewing them daily gives
you plenty of time to clear them up prior to the next invoicing period.
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• Invoices submitted for the
date of service from the 1st –
15th will be paid on the 1st of
the following month. *
• Invoices submitted for the
date of service from the 16th
– the end of the month will
be paid on the 15th of the
following month. *
Your business will have until midnight on the 1 st
and 16th to submit invoices.**
* If the 1st or the 15th falls on a weekend or holiday, checks will be processed on the next business date.
**Holidays and weekends may impact last days

to invoice.
A disbursement date will populate on your

invoices about a week before the check date.
This date will represent the date of the
upcoming check.
See the 2022 invoicing schedule to view the

exact dates your business needs to submit by.
6
FAQ’s
How do I dispute an invoice?

If you ever need to dispute an invoice, you will need to do 2 things that are very important.
1. Submit a Finance Records

& Payments case via
Liveops Support Center
(LSC). Make sure to note
the Program name, time of
the invoice, and amount.
2. Note this in Openforce by:

a) Click on the second
green check mark
under the Action tab for
the invoice you need to dispute. a
b) A submission notes box will appear where you

can add a note.
c) When finished, click Submit.
b c
Please Note:
• For any questions about your invoices or settlements, please contact Liveops Support Center.
• For any enrollment or profile change questions, please contact the Openforce IC Support Team at
1-800-742-7508 or customersupport@oforce.com.
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I need to change my payment method or
direct deposit bank before I submit my
invoices. How do I do that?
To change your payment method: Commented [AS1]: Need new screen
1. Click on the Deposit Options tab.

2. Click on the Change Deposit Option
button to change your payment
method. If you are changing TO A
DEBIT CARD and you have never
ordered a card, please call 800-742-
7508 to order the card. You should
receive it within 10 business days.
To add/update your direct deposit

information:
3. Click on the Edit Info button.

The Banking Information box will appear where you will delete your previous banking information and
enter your updated account information.
I need to change my address, phone, or email. How do I do that?
1. Click on My Profile and edit as needed.
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Will I be sent printed receipts if I opt to receive my fees through direct deposit?
No. To access and print past invoices/settlements:

1. From the Settlements tab.
2. Click on My Settlements
3. Click on Custom Date
Range.
4. Select the date range
you would like to print.
5. Click Apply.
I need to download my 1099 files. How do I do that?
1. Click on the Documents tab.
2. Click on 1099 Files and follow the instructions.
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Are there any fees associate with this account?
1. Direct Deposit is always free.

2. The Blue Elite card is also free, however, there are fees if the card is used at an ATM outside of the
AllPoints network or if used internationally. To view the AllPoints network, click this link:
http://www.allpointnetwork.com/index.aspx#whereis-info
3. The only other fee you could incur is if you request that Openforce process a 3rd Party payment on
your behalf…such as a cell phone or car payment. Openforce charges a $1.50 per payment processed.
I need to talk to someone in the Accounting department at Liveops about my Invoice. How can I contact
them?
The first step is to put a Liveops Support Center (LSC) ticket in. If needed, your question will be forwarded to
the Finance team for assistance.
Remember:
• For any questions about your invoices or settlements, please contact Liveops Support Center.
• For any enrollment or profile change questions, please contact the Openforce IC Support Team at
1-800-742-7508 or customersupport@oforce.com.
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Table of Contents

Step One: Access Your Invoices......................................................................................................................... 2

Remember: You must enroll in order to submit invoices and be paid.

Step One: Access Your Invoices

2. Make sure you are on the Log In tab.

3. Enter you Email and Password.

4. Click Log In.

5. The page will open on the My Settlements tab.

Step Three: Submit Your Invoices

Please Note: Invoices cannot be paid unless they are submitted

Invoice Submission and Payment Timeline

**Holidays and weekends may impact last days

A disbursement date will populate on your

See the 2022 invoicing schedule to view the

How do I dispute an invoice?

1. Submit a Finance Records

2. Note this in Openforce by:

b) A submission notes box will appear where you

To change your payment method: Commented [AS1]: Need new screen

1. Click on the Deposit Options tab.

To add/update your direct deposit

3. Click on the Edit Info button.

I need to change my address, phone, or email. How do I do that?

1. Click on My Profile and edit as needed.

No. To access and print past invoices/settlements:

I need to download my 1099 files. How do I do that?

1. Click on the Documents tab.

2. Click on 1099 Files and follow the instructions.

1. Direct Deposit is always free.

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