This article will walk through the requirements and necessary steps to upload an invoice to a Meld on a vendor's behalf. Here's what we'll cover:
In order for the Upload Vendor Invoice option to be available the Meld must meet the following conditions:
- Assigned to a registered, external vendor
- In the Completed status
- No invoice uploaded
Invoices cannot be uploaded if the Meld was:
- Assigned to an unregistered vendor or an internal maintenance technician
- Marked as Vendor Could Not Complete or Canceled
- In an Open status
How to Upload the Invoice on behalf of the Vendor
Step 1: Go to the meld you wish to upload the invoice on, then click the icon, and select Upload Vendor Invoice.
NOTE: If Upload Vendor Invoice is not available in the drop-down menu, review the required criteria listed above.
Step 2: It is required that the Total field is filled in and that an Invoice File is uploaded. The Notes field is optional. Once the required fields have been filled, click SAVE AND SUBMIT.
You will be redirected to the Payments tab where you can view and manage the status of the Invoice. For more information on how to manage invoices, refer to Managing Vendor Invoices.