👉 Lets start with the Receive process
Vendors can email you an invoice
Vendors can upload their own invoice at their link or existing portal
Upon submission of an invoice or upon uploading of an invoice that was emailed to you, the invoice will appear in the pending approvals. You can see this from your Financial Dashboard or in the Pay Bills page.
👀 When you click on the eyeball icon to view the bill in detail, you can see all relevant information. On the detail page you can save a note, view the invoice, approve, or reject the invoice.
🙅🏽♂️ Rejecting an Invoice
If the submitted invoice is incorrect for any reason, you can click the Reject button. You will be prompted to add a note. Once completed, the note along with the rejection status will be sent back to the Vendor at the email they provided. In your email templates (See article on Email Templates here) you will find the template that is sent upon rejection. You can use it as is or update it to your specifications.
Email Template Default:
👍🏼 Approving an Invoice
Once approved, the next step is the payment process. If you are using your own linked bank account, you will follow your bank's instructions for issuing payment. If you are using a Washington Alliance Bank account setup through Vlge, the payment process will follow that flow for payment.