Add a new invoice 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.

    Add Invoice.png

  3. Click the Add New Invoice button in the top right-hand corner. You will be directed to the New Invoice page.

  4. In the Jobs to be Invoiced card, select the jobs you want to invoice from the Add Jobs drop-down list.

  5. In the Enter invoice details card:

  6. Provide the Invoice No. and Invoice Date.

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

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

  9. (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

  10. 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.

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

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