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. Click here to learn how to connect to your cust...
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 upon receiving the onboarding email invitati...
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: Click on the Create app in the sidebar ...
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, click on All apps and search for Network....
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, click on All apps and search for Document Mana...
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 for vendors to convert a purchase order into an invo...
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 branch address. These locations are usually called...
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, licenses, rent, etc. This type of invoicing is often re...