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Invoices

The Invoices module in your portal lets you view the bills sent by your customer as invoices. You can also upload documents for your customer to review and convert to bills, add comments, download, and print invoices.

View an Invoice

To view your invoices (equivalent of the bills sent by your customers):

  • Log in to your portal.
  • Click Invoices on the left sidebar.
  • Click the invoice you want to view.

Filter Invoices

You can filter the invoices available in your portal:

  • Log in to your portal.
  • Click Invoices on the left sidebar.
  • Click the Show dropdown in the top left corner and select the required status.

You can filter invoices based on the following statuses:

  • All: All the bills, shown to you as invoices, sent by your customer.
  • Overdue: Bills, shown to you as invoices, for which your customer has not made a payment.
  • Paid: Bills, shown to you as invoices, for which your customer has made a payment.
  • Partially Paid: Bills, shown to you as invoices, for which your customer has made partial payments.

Upload Invoices

Note: You can upload documents in your portal only if your customer has enabled the Allow vendors to upload documents option and disabled the Allow vendors to only upload documents for purchase orders option in their vendor portal preferences.

You can upload invoices and other supporting documents for your customer to review and convert to bills. To upload documents:

  • Log in to your portal.
  • Click Invoices on the left sidebar.
  • Click the Uploaded Documents tab.
  • Click Upload Documents in the top right corner or drag and drop your files into the upload area.

Insight: You can upload images and PDF files that are less than 5 MB each.

The uploaded document will appear as a card with the filename, upload date, and status. Documents will be in the Pending status until your customer reviews them. Once reviewed, the status will change to Accepted or Rejected.

View an Uploaded Document

To view the details of an uploaded document:

  • Log in to your portal.
  • Click Invoices on the left sidebar.
  • Click the Uploaded Documents tab.
  • Click the document you want to view.

The document details will open on the right side with the document preview, comments, and activity log.

Add a Comment to an Uploaded Document

To add a comment to an uploaded document:

  • Log in to your portal.
  • Click Invoices on the left sidebar.
  • Click the Uploaded Documents tab.
  • Click the document you want to comment on.
  • Enter your comment in the text field and click Add Comment.

Delete an Uploaded Document

To delete an uploaded document:

  • Log in to your portal.
  • Click Invoices on the left sidebar.
  • Click the Uploaded Documents tab.
  • Hover over the document you want to delete and click the Delete icon.

Filter Uploaded Documents

You can filter the uploaded documents by their status:

  • Log in to your portal.
  • Click Invoices on the left sidebar.
  • Click the Uploaded Documents tab.
  • Click the Show dropdown in the top left corner and select the required filter.

You can filter uploaded documents based on the following:

  • All Documents: All the documents you have uploaded.
  • Rejected Documents: Documents that your customer has rejected.
  • Accepted Documents: Documents that your customer has accepted.
  • Pending Documents: Documents that are waiting for your customer’s review.
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