To allow an order to be exported to allow your purchaser to release payment you need to complete the Portal Invoice Tab. You must ensure you have created your own internal invoice before you can update the invoice on Procure Wizard. To update this tab, you would follow the below steps.
📌 Note: If your Invoice Tab states Paper you will need to amend this to Portal on the Invoice Tab.
Locate your order using the Order Locator tool on the Dashboard.
At the top, click on Portal Invoice Tab.
Add the Invoice Date and Invoice Number, then click both Save buttons.
Check all Totals Match.
Click Confirm Invoice and click Accept.
⚠️ Important: If you're a Purchaser and looking to action this for a Self Managed Supplier, please follow log in as the Self Managed Supplier and follow from Step 2.