Invoices
The Invoices module in the vendor portal lets vendors view the bills you send as invoices. Vendors can also upload documents for you to review and convert to bills, add comments, download, and print invoices.
View an Invoice
To view their invoices (equivalent of the bills you send):
- Log in to the vendor portal.
- Click Invoices on the left sidebar.
- Click the invoice they want to view.
Filter Invoices
Vendors can filter the invoices available in the vendor portal:
- Log in to the vendor portal.
- Click Invoices on the left sidebar.
- Click the Show dropdown in the top left corner and select the required status.
Vendors can filter invoices based on the following statuses:
- All: All the bills, shown to the vendor as invoices, that you have sent.
- Overdue: Bills, shown to the vendor as invoices, for which you have not made a payment.
- Paid: Bills, shown to the vendor as invoices, for which you have made a payment.
- Partially Paid: Bills, shown to the vendor as invoices, for which you have made partial payments.
Upload Invoices
Note: Vendors can upload documents in the vendor portal only if you have enabled the Allow vendors to upload documents option and disabled the Allow vendors to only upload documents for purchase orders option in your vendor portal preferences.
Vendors can upload invoices and other supporting documents for you to review and convert to bills. To upload documents:
- Log in to the vendor portal.
- Click Invoices on the left sidebar.
- Click the Uploaded Documents tab.
- Click Upload Documents in the top right corner or drag and drop the files into the upload area.
Insight: Vendors 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 you review 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 the vendor portal.
- Click Invoices on the left sidebar.
- Click the Uploaded Documents tab.
- Click the document they 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 the vendor portal.
- Click Invoices on the left sidebar.
- Click the Uploaded Documents tab.
- Click the document they want to comment on.
- Enter the comment in the text field and click Add Comment.
Delete an Uploaded Document
To delete an uploaded document:
- Log in to the vendor portal.
- Click Invoices on the left sidebar.
- Click the Uploaded Documents tab.
- Hover over the document they want to delete and click the Delete icon.
Filter Uploaded Documents
Vendors can filter the uploaded documents by their status:
- Log in to the vendor 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.
Vendors can filter uploaded documents based on the following:
- All Documents: All the documents the vendor has uploaded.
- Rejected Documents: Documents that you have rejected.
- Accepted Documents: Documents that you have accepted.
- Pending Documents: Documents that are waiting for your review.