Streamline how invoices are uploaded, processed, and sent to retailers through Invoice Preferences.
Invoice Preferences
Once an invoice is uploaded, you can choose to review and edit it manually before sending it to the retailer, or have it sent automatically with auto-processing. Either of these options can be enabled in Settings > Invoice Preferences.
⚠️ Only Advanced and Admin users can access Invoice Preferences. Read more about user role information: Inviting and Managing Users
Manual Review Setting
With Manual Review, uploaded invoices are placed in Manage Invoices for editing, reviewing, and submission. They will either receive a Valid status or be flagged for an error, such as a miscalculation, an invalid date, or incorrect data. In either case, you will have to manually review and submit the invoice(s) to the retailer.
To quickly submit, delete, or download a PDF copy of an invoice, select the row(s) in the table and choose one of the options from the toolbar:
⚠️ You can only choose to submit Valid invoices. You will not be allowed to submit invoices with errors using the toolbar.
Selecting a Valid invoice from the table will open a preview of the invoice. You can edit a Valid invoice by choosing Go Back and Edit, or click Submit if the invoice is ready to be sent to the retailer:
💡 Editing a Valid invoice will change its status to Draft to indicate the invoice has been changed. It will need to then be reviewed and manually submitted.
To edit an invoice with errors, select it from the table to open the invoice editor, then follow the on-screen process to submit it:
Auto-Process Setting
With the Auto-Process feature, uploaded invoices are submitted directly to the retailer if they do not have errors. These invoices will appear in My Invoices with a Submitted status, and they cannot be edited:
If any invoice is identified as having an error - such as missing data or miscalculations - it will be redirected to Manage Invoices. You will then need to manually edit, review, and submit the invoice.
Automatic Due Dates
To make the invoice builder easier to use, you can utilize the Automatic Due Date Based on Terms feature in Invoice Preferences. Enter your payment term into the field and let the portal auto-populate due dates for the invoices you create.
💡 Learn more about using the invoice builder: How to Use the Invoice Builder
For example, if you set your payment term to 10 days and then create an invoice using the invoice builder on 4/22, the invoice's due date will be 05/02. This saves time and avoids mistakes – no need to remember your payment terms or manually select a due date.