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How to manage Invoices and Credit Notes?

As an admin and accounting user, you can manage invoice and credit note documents. This includes uploading, downloading, and archiving them directly in the software. Here's how it works.

 

Uploading Invoices and Credit Notes

There are two ways to upload invoices and credit notes into the software:

Option 1: Upload via the Upload Button

  1. Navigate to Billing > Invoice Overview to access the list of all invoices and credit notes already uploaded into the software.
  2. Click the Incoming Invoices tab to view newly uploaded documents that haven’t been completed yet.
    • Note: Documents only appear in the invoice overview after they’ve been completed.
  3. To upload an invoice or credit note for a location, click Upload File for Location.
  4. Select the PDF file you want to upload and click Open.
  5. The document will now appear in the Incoming Invoices tab of the invoice overview.

You have successfully uploaded an invoice or credit note, which you can now complete and review.

Option 2: Upload via Email

  1. Navigate to Billing > Invoice Overview to access the list of all invoices and credit notes already uploaded into the software.
  2. Click the Incoming Invoices tab. The email address for document submission is displayed there.
  3. Send the PDF invoice or credit note document to the specified email address.

You have successfully uploaded an invoice or credit note via email, which you can now complete and review.

💡 Note: The upload via email can also be handled directly by the disposal service provider. Simply share the email address for document submission with your partner.
All incoming emails (including attachments) can be found in Disposal > Incoming Emails.

Downloading Invoices and Credit Notes

You can download invoices and credit notes to your computer in two ways:

Option 1: Download Multiple Invoices or Credit Notes as a ZIP File

  1. Navigate to Billing > Invoice Overview to access the list of all invoices and credit notes uploaded into the software.
  2. Use the filter options to select the invoices or credit notes you want to download.
    • Tip: Reset filters before each search to avoid incorrect selections.
  3. Scroll to the bottom of the page.
  4. In the Download Invoices section, click Download.
  5. The selected documents will be downloaded as a ZIP file and saved to your computer.

You have successfully downloaded multiple invoices or credit notes.

Option 2: Download Single Invoices or Credit Notes

  1. Navigate to Billing > Invoice Overview to access the list of all invoices and credit notes uploaded into the software.
  2. Use the filter options to find the invoice or credit note you want to download.
  3. Click Details in the corresponding row to open the document's detail view.
  4. On the right side, where the invoice or credit note is displayed as a PDF, click the download icon (downward arrow).
  5. The document will be downloaded and saved to your computer.

You have successfully downloaded an individual invoice or credit note.

Archiving Invoices and Credit Notes

  1. Navigate to Billing > Invoice Overview to access the list of all invoices and credit notes uploaded into the software.
  2. Use the filter options to find the invoice or credit note you want to archive.
  3. Click Details in the corresponding row to open the document's detail view.
  4. In the top left, next to the invoice number, click the Archive button.
  5. The status of the document will change to Archived in the invoice overview.

You have successfully archived an invoice or credit note.

💡 Note: You can only finalize an invoice or credit note after it has been successfully reviewed.