There are three ways to process an invoice or credit note on InstaSupply:
Email - You can send the documents directly to the customer's InstaSupply email address. The format is generally firstname.lastname@example.org . Please feel free to contact your customer or InstaSupply via our chat box if you don't know your customer's InstaSupply email address. We will be happy to share it with you.
Direct PDF/CSV Upload - Once you've created an account and password on the InstaSupply platform, you can upload PDF/CSV documents directly to the portal. To do so, go to Sales > AR Document Ingestion, click on one of the green buttons and follow the steps.
PO Flip - The PO Flip feature allows you to turn a purchase order into an invoice. You are eligible to use this feature as soon as you receive a PO. If you want to learn how to use the PO Flip feature, please click here.
Please be aware that it could take up to 48 hours to process an invoice sent to us. However, PO Flips are immediately published. If you are unsure of the status of a document you have sent across for processing, you can check here or send us a message.