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Portal Upload

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

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