Creating and managing documents

This section provides details about the actions taken to create and manage documents.

How to create an invoice

This guide will detail the different ways in which you can create an invoice on Tradeshift’s web portal. Before submitting your invoice: You should be connected to your customer. To ensure that, check your existing connections in the Network app. Cli ...

42919 277 Created on 2016-10-11 20:36:25; Last updated on 2022-07-01 13:00:45

Adaptive Onboarding Dashboard

Adaptive onboarding is a new approach to onboarding focusing on providing you with a fully personalized onboarding experience. You can access your invoice data, payment estimates and analytics even before creating an account. You can access all data ...

1642 0 Created on 2020-08-11 12:56:19; Last updated on 2023-09-26 13:51:42

How to create an invoice from the Create Launcher

This is step-by-step guide to creating an invoice from the Create Launcher. The Create Launcher allows you to create any of the standard document types available on Tradeshift. To create an invoice from the Create launcher, follow the bellow steps: C ...

4099 17 Created on 2022-06-09 12:26:59; Last updated on 2022-07-01 13:01:40

How to create an invoice from the Network App

This is a step-by-step guide to creating an invoice towards a specific contact from the Network app. To create an invoice from the Network app follow the steps below: Click on the Network app in the sidebar. If the Network app is not in the sidebar, ...

3024 2 Created on 2022-06-09 13:54:30; Last updated on 2022-07-01 13:01:40

How to create an invoice using an already existing invoice

This is a step-by-step guide to creating an invoice using an already existing invoice as draft. To create such an invoice, follow the steps below: Access the Document Manager app via the sidebar. If the Document Manager app is not in the sidebar, cli ...

2649 6 Created on 2022-06-21 09:38:25; Last updated on 2023-08-03 13:01:49

How to convert a purchase order (PO) into an invoice

This is step-by-step guide to creating an invoice from a purchase order. A purchase order (PO) conversion (flip) enables you to instantly convert a purchase order into an invoice within Tradeshift. This feature is the fastest, most accurate method fo ...

21855 37 Created on 2020-11-19 10:27:20; Last updated on 2023-11-15 11:08:06

How to add despatch locations to invoices from the Company Profile

The despatch location is a piece of information about the place where your goods are shipped from. It contains details like the country, tax ID, and company name. This feature is useful when you are sending goods from a different location than your b ...

1830 0 Created on 2022-09-22 08:45:51; Last updated on 2023-08-03 13:01:50

How to use Proforma Plans for recurring invoices

Proforma Plans can help you automate the payment of recurring invoices and credit notes for spend types where you can predict the amount, content, and frequency. Examples of recurring invoices include phone bills, utilities, leasing agreements, licen ...

1696 0 Created on 2022-09-29 12:14:17; Last updated on 2023-08-03 13:01:50