Upload an Invoice on Behalf of a Contractor

Service Providers will sometimes send an Invoice by email instead of through the Portal. When this occurs, the Building Manager should immediately upload the Invoice to the Portal for them.

All Invoices need to be entered and processed through the Portal.

Upload an Invoice on Behalf of the Contractor

1. Go to the Jobs page (Wrench Icon ) 

2. Select the Job

3. Check that the Status is 'Job Scheduled'

Note: Scheduled work can't be backdated, click 'Scheduled Work' and select the current date

4. Click the Upload Invoice Icon (Dollar Sign) 

5. Enter the Invoice Number then click 'Fetch Invoice'  

6. Enter the Final Payment (Quote & Variances combined)

7. Enter the Invoice Number

8. Enter a Description 



9. Attach images or videos

10. Click the '+Add Invoice' button and attach the file

11. Or, enter a URL for the Invoice under 'Add External Link/URL for Invoice'



12. Click 'Next'

13. Review the Invoice Details and if they are correct, click 'Submit'

14. When the pop-up appears, click 'Send'

When this has been updated in the Portal, the Service Provider will receive an email notification. The Building Manager can then download and review the Invoice.

Building Managers should contact us with any further questions regarding this process.