This article will walk through the requirements and necessary steps to upload an invoice to a Meld on a vendor's behalf.
Required Criteria
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 on Upload.
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 Finances tab where you can view and manage the status of the Invoice.