Invoice generation as a vendor
Generating an invoice as a vendor
1. Navigate to your vendor portal
2. Click on the work order # and go into the advanced work order view
3. Select the invoices tab
4. Select generate invoice
5. Select the top box which grabs all invoiceable trips associated
Click "YES | Original"
6. Here you can review all invoice information. Please see all of the drop-down menus for various options.
7. If you choose to add a row this allows you to add materials or other items if necessary
8. Once you are complete you can use one of the choices from the bottom right. If you are ready to send the invoice to the service company please select "approve and send"
9. This will be your confirmation box that appears
10. At this point if your service company goes into their portal they will see the following(As well as receiving an email)
11. Service Company advanced work order view
12. Shows the invoice received
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