Managing Supporting Documents as a Payer

Managing Supporting Documents as a Payer

As a payer, you sometimes need to upload, edit or delete additional supporting documents to the invoice. Supporting documents are used by fund managers as additional invoice information to make the decision of approving or rejecting an invoice.

Uploading Additional Supporting Documents to Submitted Invoices

The platform supports uploading supporting documents either for an individual invoice or in bulk (for multiple invoices at the same time).

Option 1 - Uploading Supporting Documents for an Individual Invoice 

This option is available for both prepayment and true sale payers.
In order to add supporting documents to an individual invoice, do the following:
  1. Go to the Dashboard page or the Confirm page and click the invoice number.

  2. Click the Upload button in the Supporting documents section of the invoice card.

  3. Select the document type of the supporting document you upload.

  4. Click the Upload Docs button and select the document to upload.

    Alternatively, you can drag and drop files.

  5. Click Submit to upload the document.

Option 2 - Bulk Uploading Supporting Documents

This option is available only for true sale payers.
In order to add supporting documents in bulk, do the following:
  1. Go to the Confirm page and click the Upload Documents switch.

  2. Select the invoices you want to upload supporting documents for by checking the radio box next to the invoices. You can select all invoices by checking the radio box in the header row.

  3. Click the Upload Documents button in the bottom right corner of the table.

  4. In the opened window, click the dropdown and select the type of documents you are uploading. 

  5. If you want the system to automatically attach uploaded documents to invoices by trying to find the matching invoice number in the supporting document name, enable the first toggle.
  6. If you want to attach the uploaded document(s) to all selected invoices at once, enable the second toggle.
  7. Click within the upload area or drag & drop files to start the upload process.
    The uploaded documents appear in the Bulk Attach section.
  8. In this step you need to select invoices to attach the uploaded documents to by clicking the Select Invoice dropdown.

    You can also change the document name, update the document type or delete the document.
  9.  After attaching all documents to the invoices, click the Submit Documents button.

Updating Supporting Document Type

In order to edit the type of a previously uploaded supporting document, do the following:

  1. Go to the Dashboard or Confirm page and select the invoice number as shown below.

  2. Click the pencil icon next to the document in the Supporting documents section of the invoice card.

  3. In the opened window select a new document type from the dropdown.

  4. Click Submit.

Deleting Supporting Documents

You can only delete supporting documents that you uploaded yourself.
In order to delete previously uploaded supporting document, do the following:

  1. Go to the Dashboard or Confirm page and select the invoice number.

  2. Click the trash icon next to the document in the Supporting documents section of the invoice card.

  3. In the opened window click Yes, delete.


    • Related Articles

    • Notifying About Uploaded Supporting Documents as a Payer

      If you want to inform other parties about supporting documents you added to the invoice and, for example, whether the documents need to be reviewed or signed, you can notify them from the invoice card and add a message. In order to send a message as ...

    • Uploading Invoices and Supporting Documents as a True Sale Payer

      As a true sale payer, you can upload invoices to the platform and submit them for approval and funding as part of the invoice workflow. To learn more about the high-level invoice workflow, see Understanding the True Sale Invoice Workflow. This ...

    • Uploading Invoices and Supporting Documents as a Prepayment Payer

      As a prepayment payer, you can upload invoices to the platform and submit them for funding as part of the invoice workflow. To learn more about the high-level invoice workflow, see Understanding the Prepayment Invoice Workflow. This article covers ...

    • Managing Payer User Roles and Permissions

      As a payer user with admin or Manage Users permissions , you can define roles and permissions for your company. In order to learn how to create users and assign roles to them, check the following page - Creating and Inviting Payer Users . Creating a ...

    • Confirming Invoices as a True Sale Payer

      The invoice has to be uploaded by a seller. Only invoices uploaded by sellers are available to the True Sale payer for approval. Confirming invoices Log in to the True Sale payer account and open the Confirm page. Filter the invoices with the ...