Add a new invoice upon specification on the Vendor Portal

Owned by Oksana Vishchuk
Last updated: Jul 04, 2024
2 min read

This article describes the Vendor Portal of the XTRF Platform. To learn about the Home Portal, see the https://help.xtm.cloud/xtrf/home-portal/?lang=en.

  1. Sign in to the Vendor Portal.

  2. Go to the Invoices module.

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  3. Click the Add Invoice upon Specification button in the Invoice Specifications card. You will be directed to the New invoice upon specification page.

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  4. (Optional) Click the link on the info panel at the top of the page to download the specification.

  5. In the Enter invoice details card:

    1. Provide the Invoice No. and Invoice Date.

    2. Select the Payment Method from the drop-down list.

    3. Select the invoice signer from the Signed by drop-down list.

  6. In the Jobs approved for invoice, check the details of the jobs you can invoice.

  7. (Optional) In the Upload Invoice File section, upload your invoice:

    • Drag and drop the file to the DROP FILES HERE area, or

    • Click the Add Files button and select the file on your local machine.

  8. In the last card:

    1. (Optional) Click the Write additional notes for … link to add notes about the invoice.

    2. Check the box to confirm that the amount of the attached invoice corresponds to the Gross Total from the Enter invoice details card.

  9. Click the Add Invoice button at the bottom of the page.

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