Paperless Invoicing

Help guides on understanding what Paperless Invoicing (P+i) is and how to use it.

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14 articles in this collection
Written by The Customer Success Team

What is the Purchase Plus Invoicing platform?

Purchase Plus Invoicing platform for customers explained.
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Written by The Customer Success Team
Updated over a week ago

Accessing P+i

Find out how to get access to the Purchase Plus Invoicing module.
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Written by The Customer Success Team
Updated over a week ago

P+i Dashboard overview

Getting to know your P+i Dashboard.
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Written by The Customer Success Team
Updated over a week ago

Invoicing Only Module: Review & Approve Invoices

In this section, we will show you how to review and approve flagged invoices, that are awaiting your approval.
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Written by The Customer Success Team
Updated over a week ago

Invoice Statuses

See a list of all the Purchase Plus Invoicing Statuses.
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Written by The Customer Success Team
Updated over a week ago

Accounts Flow vs. Xtracta

Understanding the different P+i Providers.
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Written by The Customer Success Team
Updated over a week ago

Sending invoices to P+i

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Written by The Customer Success Team
Updated over a week ago

Manually adjusting invoices on P+i

Best practices for manually entering in the fields for an invoice on P+i.
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Written by The Customer Success Team
Updated over a week ago

Re-sending an invoice that is already 'Transmitted'

Find out how to re-send and fix an invoice using P+i.
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Written by The Customer Success Team
Updated over a week ago

Why is the invoice 'Stuck'?

Find out why your invoice has not been processed to Purchase Plus.
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Written by The Customer Success Team
Updated over a week ago

Xtracta - Mapping for learning

Learn how to map new scanned paper invoice formats using P+i.
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Written by The Customer Success Team
Updated over a week ago

Calculating tax

Adding tax to the invoice line items in P+i.
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Written by The Customer Success Team
Updated over a week ago

Why isn't my supplier linking?

What to do if you're missing your supplier or it isn't successfully linking in P+i.
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Written by The Customer Success Team
Updated yesterday

Invoicing Only Module: FAQ

In this section, we answer some of the most frequently asked questions on the Paperless Invoicing Module.
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Written by The Customer Success Team
Updated over a week ago