Managing Supporting Documents as a Seller

Managing Supporting Documents as a Seller

As a seller, 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

In order to add supporting documents to a previously uploaded invoice, do the following:
  1. Go to the Dashboard 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.

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 .


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