Invoices need to be manually uploaded to the system for line by line invoice reconciliations

Step by Step Guide

  1. Navigate to the "My Reconciliations" section
  2. Select the carrier from the dropdown menu at the top of the screen
  3. Enter the invoice number, net invoice amount, tax amount, gross invoice amount, invoice created date and payable date
  4. Upload a pdf of the invoice, if available
  5. Upload a csv file containing the itemised invoice information, if available

Video Guide

Q: Can I edit the invoice details if I have entered them incorrectly?

A: Yes, by clicking on the Invoice Summary section and updating the relevant information.

Q: I'm invoicing a paper invoice, can I still use this module?

A: Yes. You can choose to reconcile the line items manually.