Notifying About Uploaded Supporting Documents as a Seller
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 a seller, do the following:
- Log in to the platform with the seller account.
- Go to the Dashboard page.
- Click the invoice number to open the invoice card:
- Click the Upload button in the Supporting documents section of the invoice card.
- If you need to upload supporting documents first, follow the Managing Supporting Documents as a Seller.
- In the opened window click the Notify button at the bottom:
- The Send a message window opens.
Enter the following information: - Recipients - counterparties that will receive the notification.
- Subject - the subject of the message.
- Message - the message itself.
- Supporting documents - the documents that will be attached to the notification.
- Click Send to send the message.
All users from selected counterparties with enabled notification for this event will receive the message.
Related Articles
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 Invoices and Supporting Documents as a Seller
As a seller, 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 article covers ...Managing Seller User Roles and Permissions
As a seller 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 Seller Users . Creating ...Getting Started: Seller
The FinverityOS Platform is designed to give you flexibility, control and transparency over your supply chain by simplifying your invoice management and receivables funding processes. This Knowledge Base is designed to make it easy for you to get ...Creating and Inviting Seller Users
As a seller user with admin or Manage Users permissions, you can create new users and assign user roles to them. Prerequisites Before creating new users, you need to create user roles that you will assign to these users. Check the Managing Seller ...