Vendors can check the receipt notes and issue invoices agains receipt notes in Peakflo vendor portal by following the steps below:
Your vendors can easily check the receipt notes in their secure and self-serve vendor portal and issue invoices against the receipt notes .
For delivered goods, the invoice can be created via approved receipt notes to make sure the vendors are not under delivering the items. Also, the invoice is according to the receipt notes and your vendors do not need to carry the burden of manual invoice issuance.
1. From the left navigation bar, vendors can go to the “Customer RN” tab under “Receivables”.
In this view your vendors can see the RN status and which RNs are not billed.
2. Vendors can click on the receipt note you’d like to check and from the receipt note window, you can see the receipt note “Info”. RN info contains the details regarding purchase amount, withholding tax, balance, date, issue date, delivery date, and approval policy.
4. For checking the history of all the changes and communications regarding the RN, you can check the “Timeline” Tab. Leave comments for any stakeholder or point of contact to ask a question by clicking on “Write Comment”.
You can tag the stakeholders using @ and click on “write comment”.
The stakeholders will get notified immediately and will be able to check and respond to your comments.
5. Your vendors can issue invoices against RNs by clicking on “Create Invoice”.
Here your vendors can check the details of the invoice, upload the necessary files, and send the invoice for approval or issue invoices directly.
For setting up approval policies, vendors can check out this link.
* The item unit price cannot be edited by the vendors at the time of invoice issuance to avoid overpayments.
* You can make certain file uploads mandatory for your vendors. In case the files are not uploaded, the vendors will receive an error and the invoice cannot be fully approved. (Please contact support@peakflo.co to make certain file uploads mandatory for vendors.)
Peakflo vendor portal supports e-Meterai (Electronic Stamp Duty) and e-Faktur Pajak for Indonesia and Tax invoice (GST Invoice) for Singapore.
6. Once the invoice is issued, the invoice will be shown as a bill under “Bills and Reimbursements” under your “Payables” tab. Your procurement and AP team can check the invoice details and assign approval policies to the bills.
