Invoices module
- Oksana Vishchuk
- Damian Rozmiarkowski
This article describes the Vendor Portal of the XTRF Platform. To learn about the Home Portal, see the Home Portal section of XTRF Knowledge base.
In this module, you can create new invoices for finished jobs and monitor the payment status of those already submitted.
In the Invoice Specifications card, you can check the jobs that have available specifications and add new invoices upon those specifications (see the Add Invoice upon Specification section below).
In the Unpaid / Partially Paid Invoices card, you can check the invoices that haven’t been paid yet and take a shortcut to the related jobs in the Jobs column.
In the Paid Invoices card, you can see the already paid invoices. Click on the invoice to see its details and download the invoice file provided by your customer.
To add a new invoice, click the Add New Invoice button in the top right-hand corner. For details, see the Add a new invoice on the Vendor Portal guide.
To add a new invoice upon specification, click the Add Invoice upon Specification button in the Invoice Specifications card. For details, see the Add a new invoice upon specification on the Vendor Portal guide.
Click the icon to change the number of invoices displayed per card.