NHS SBS Step By Step Guide

Read this section for more information about using Tradeshift.

Benefits

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 networking, where suppliers can create a simple profi...

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Methods of Sending

There are multiple 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 instance invoice data is exported from your accoun...

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Account Creation and Set Up

Please see the Tradeshift article for details of how to set up your account here. Please note that it is important to fill in your VAT number, if you have one, in the ‘Company Identifiers’ section. If you do not have one then you can leave this blank. The minimum information you need on your P...

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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 days to confirm that you are connected.  Ple...

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Sending Invoices

Once you are connected on Tradeshift you are ready to send an invoice. 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 provide...

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Status Updates

Please note that the status is only updated overnight. Therefore if you call NHS SBS Account Payable helpdesk and they inform you that an invoice is paid, but Tradeshift does not, it is because it was only paid that day. Please note that payments are usually made by BACS which take three working day...

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Approval Process

The approval process will not change once you start sending invoices on Tradeshift however your invoices will be received and ready to approve within 15 minutes of you submitting an invoice via Tradeshift which is great news. Fewer invoices will be returned due to scanning errors and the up-front va...

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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 PDF invoices. We have included a detailed descript...

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Invoice Example

Below is an invoice example, with detailed explanations:...

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Accessing Apps

Information on how to navigate apps can be found here....

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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 your first invoice: ...

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