Invoice Requirements
What should I do if I don’t have all the information I need?
The information being requested is what is required in order to process your invoices. If you have any concerns, you can contact us. Our contact details are included in the Need Help section of this page. ...
How do I invoice different branches/entities?
You should be connected to the branches that you do business with. When you are creating your invoice, you will be able to select the branch/entity that you would like to invoice. If you have just started doing business with a new entity, you should ...
Do I need to add payment information to the invoice?
This will depend on the customer you are invoicing. If this is required, then it will be detailed in the validation rules which can be found in the Invoice Requirements section of the FAQs. ...
What happens if I don't provide the correct information on an invoice?
Once you submit an invoice to us, we will check the invoice before processing payment. If there is anything missing, we will reject the invoice and let you know what’s missing. Please ensure that you have Notifications turned on in your account setti ...