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    Sending Invoices

    357 3 Created on 2020-01-16 15:18:08; Last updated on 2024-02-01 11:29:24

    1. Once you are connected on Tradeshift, the best way of sending invoices is to go into your ‘Network’ and on to the ‘My network’ tab, click on the three dots to the right of the organisation name then, ‘Create document’ – ‘Invoice’


    Please note that if you click on the three dots and nothing happens than you may need to update your browser: As of March 2018, Tradeshift supports the following browsers:


    Desktop:

    Internet Explorer 11

    Edge: the current and the previous version

    Chrome: the current and the previous version

    Firefox: the current and the previous version

    Safari: the current and the previous version


    Mobile:

    Chrome: the current and the previous version

    Firefox: the current and the previous version

    Safari: the current and the previous version


    You can also create invoices using ‘Create Documents’ from the Apps menu.


    2. You can then complete the invoice. Not every field is compulsory. You are unable to repeat an invoice number to prevent duplication. If you are registered as ’100% mandatory PO’ you must enter a valid Purchase Order number as provided by the client – the website will inform you if this is the case. If you do not have a PO number, but have been provided with an XX reference, please put it in the “PO number or XX Reference box” – this will direct it to the username of an approver for faster approval. If you have neither XX reference nor PO number, leave this blank.



    3. Should you wish to attach your original invoice or additional documentation e.g. timesheets for the client’s attention you can do so as indicated below. The invoice can then be submitted by selecting the ‘Send’ button.


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