Invoices
The Invoices page is where you price the work, request review, and upload your invoices. This article explains the flow and the statuses.
The Invoices page is where you bill for the work your team does. Our team sends you invoice lines for each project, you enter the quantity and price, and once they're approved you upload your invoice.
Reading the table
Each row is one invoice line, showing the project, batch, unit, quantity, price per unit, total, payment target date, and status. The Action to take column tells you what's needed from you next. Rows our team sends to your organization appear here automatically.
The flow
- Enter quantity and price. On a line marked Action required, fill in the Quantity and Price per unit. The total is calculated for you, and your entries save automatically.
- Request review. Once quantity and price are filled in, select Request review. The line moves to Submitted for review while our team checks it.
- Upload your invoice. When a line is Approved, select Upload invoice. Enter your Invoice number and attach the invoice as a PDF (up to 10 MB), then Submit invoice. The line moves to Invoice submitted.
If our team asks you to correct the quantity or price, the line shows Requested Correction so you can edit it and Request review again. If they return your invoice, the line shows Changes requested so you can fix it and select Re-upload invoice.
Invoice statuses
| Status | What it means |
|---|---|
| Action required | Enter the quantity and price, then request review |
| Submitted for review | You've sent the line to SME to check |
| Approved | Priced and approved; upload your invoice |
| Requested Correction | SME asked you to correct the quantity or price; update it and request review again |
| Invoice submitted | You've uploaded your invoice for SME to check |
| Changes requested | SME returned your invoice; update and re-upload |
| Invoice approved | Your invoice was accepted |
After your invoice is approved, later steps such as finance processing and payment are handled by our team and shown for your reference.
Feedback
If our team leaves feedback on a line, it appears in the Feedback column with an indicator when there's something new to read.
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