To give an understanding how to upload an invoice to an external portal.
Below are the steps required to upload an invoice to a portal.
•Receive the invoice from service
-Normally found in the inbox tray
•Scan the invoice
-Save it in the customer page of SME
•Open portal website
-Check binder for information
•Upload the invoice to the portal
-List of portals and logins found in Billing Folder
-Follow instructions on website
•Enter all details as required by the customer in their portal
-Remember to click ‘save’ at the end of the process
•Submit and print verification
-Place printout into job folder or attach to invoice