Bills

The Bills page lists the bills (your invoices to the company) that you send through the portal, and shows where each one stands: still a draft, sent, accepted, approved, disputed or rejected, and how much of it has been paid. From here you open a bill and start a new one.

To open it, select Bills in the portal menu, or the Bills box on the portal home page. The page is headed Bills, with The bills you have sent us, and where they are under it.

Which bills are listed

The company records each business it works with as an entity, and your portal account is linked to one or more of them: as a supplier, usually your own business. The list shows the bills of those entities, whoever added them: you, your colleagues, your own system through the vendor bill API, or the company itself when it entered one of your bills. The company can also limit the bills you see with filters of its own for your account.

Find a bill

1. Type part of the bill number in Bill Number, choose a Status, or both.
2. Select Search, or press Enter in Bill Number.

The number of bills found appears above the list, for example 12 found. Clear clears the filters and lists all your bills again. The page does not keep your filters: when you come back to the list from a bill, it shows all your bills again.

Filter	Finds
Bill Number	Bills whose number contains what you typed.
Status	Bills with that status (see Statuses), or – All –. Outstanding finds the bills with an amount still to be paid, after the company’s adjustments and the payments made, whatever their status.

The list

The list shows 25 bills per page, the most recent bill date first. Select a bill to open it on the Bill page.

Column	Shows
Date	The date of the bill.
Bill Number	Your bill number, as saved: in capitals, without spaces.
Vendor	The entity the bill is from.
Billed To	The company the bill is addressed to.
Curr	The bill’s currency.
Amount	The bill’s total, tax included.
Paid	The payments the company has made against the bill and approved.
Status	Where the bill stands: see Statuses.

To sort the list, select the Date, Bill Number, Vendor or Amount heading. Select it again to reverse the order. An arrow marks the column the list is sorted by, and sorting takes you back to the first page.

When there are more bills than fit on one page, use Previous and Next below the list. No Bills Found means that no bill matches the filters.

Statuses

Status	Means
Draft	You created the bill but have not sent it yet. You can still change it, add files, submit it or delete it. Drafts do not appear on the company’s list of bills.
Submitted	Sent to the company, waiting for it to accept the bill. It can no longer be changed.
Received	The company accepted the bill, or entered it itself, and is processing it.
Approved	The company has checked and approved the bill. Payment follows.
Disputed	The company has a question about the bill. The person who added it receives an email with the reason.
Rejected	The company sent the bill back, with a reason. You can correct it and submit it again.

When more than one applies, the first one in this order is shown: Rejected, Approved, Disputed, Draft, Submitted, Received. For what happens to a bill once you have sent it, see After you submit.

Start a new bill

Select New Bill at the top right of the page, then fill in the bill: see New or modified bill. New Bill appears if your role can create bills.

Who can use this page

What you can do depends on your portal role, which the company sets up for you (see Portal roles):

Section	Action	Allows you to
Vendor Bills	Read	See Bills in the portal menu, list the bills and open them.
Vendor Bills	Create	Start a bill with New Bill.

You see only the bills of the entities your account is linked to. If a bill you expect is missing, ask your contact at the company to check which entities your account is linked to.