NHS SBS Step By Step Guide

Read this section for more information about using Tradeshift.

Benefits for You

The Tradeshift platform is the ideal invoicing solution for all suppliers, regardless of size or offering. It is free for suppliers, simple to use and offers a multitude of benefits. The platform is based on the principles of business to business net ...

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Methods of Sending

There are two ways in which you can send invoices via Tradeshift. One is the ‘Portal’ method, as detailed within this guide. On which you can input your invoice directly onto the Tradeshift website. The other method is to ‘Integrate’. In this instanc ...

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Account Creation and Set-up

1. The first step is to visit https://go.tradeshift.com/register and fill in your details. We recommend that for Business Name you use the name that NHS SBS uses for you. This can be found on the top left of any Remittance Advice we have sent you. Se ...

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Sending Invoices

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 ...

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Status Updates

You can track your invoices from the ‘Documents’ page. You will receive status updates advising of which stage your invoice/credit note is at. Please note that the status is only updated overnight. Therefore if you call NHS SBS Account Payable helpde ...

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Tradeshift Status Meanings

TRADESHIFT STATUS DESCRIPTION DETAILS SENT Invoice has passed the validation rules and is in the process of reaching SBS Payment system. Please note, once the document is ‘Sent’ it is no longer possible to amend it. If an error has been that needs to ...

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Approval Process

The approval process will not change. The NHS organisation will continue to login to the payment system as they currently do to approve paper invoices. Invoices are received and are available to approve within 15 minutes of you submitting an invoice ...

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Invoice Example

If you create your own invoices already, you may wish to use Tradeshift to create a ‘Cover Page’ for your regular invoice. To do this, first go to ‘Network’, then go to ‘My network’ tab select the NHS organisation you wish to send invoices to, then c ...

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Create your account and start invoicing NHS SBS – PDF and Video guides

Please see our PDF guide to setting up and using your Tradeshift account here. Watch the below videos for a step by step guide about how to get started on Tradeshift. Create your account and connect to NHS SBS entities on Tradeshift: Create and send ...

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Connecting to NHS Organisations

IMPORTANT: NHS SBS client organisations will show on Tradeshift in capital letters with their three digit organisation code in brackets e.g NHS NENE CCG (04G), with the NHS Shared Business Services logo. We will normally email you within 2 working da ...

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I have a lot of line entries on my invoices, what should I do?

If you have a lot of line entries on your invoices, then we understand that inputting all lines in the Web UI invoice template would take a very long time. If this is the case, you can enter the total values on the Tradeshift invoice then attach the ...

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