CBRE Correct invoicing
1. Once logged into your account go to documents and search for "Tradeshift Support Account.”
2. Each of the invoices that appears is an invoice that was sent to Tradeshift rather than your customer, to correct this we will use the invoices to create new drafts and will delete the original invoices along the way. 3. Right click on your invoice and select “Open Link In New Tab.”
4. In the your current tab to create a draft, click on the invoice Status column where it says “Sent" and on the righthand side select “Use as draft.”
5. When you click on “Use as a draft" a window will appear asking you to choose whether to send the new invoice to Tradeshift Support Account or to Another recipient, from the drop down menu select “Another recipient.”
6. On the draft invoice you will need to paste the invoice number and purchase order number from your original document, to get the “Invoice number” and “Purchase Order" number click on the original invoice that is in your second open tab and copy these values as shown below.
7. To set the invoice number paste the copied Invoice number number into the “Invoice number” field on your draft invoice. (Note: The invoice number will be highlighted in red until we delete the original invoice, the Purchase Order number cannot be set until we set the To: field)
8. To ensure the invoice is sent to the correct branch you need to open the Purchase Order that is attached to the original invoice that is in your second tab. 9. From the invoice in your second tab scroll to Purchase Order right click and select “open link in new tab.”
10. In your open Purchase Order tab look at the “From" section to identify the branch your invoice needs to be sent to and the Purchase Order Number, in our example this is BNY01 and 0000000347. You can close the tab once you have this information.
11. On the draft invoice set the To: field to the sender that was on the Purchase Order that you opened. (Ex: BNY01)
12. Now that the "To: filed" is set you can paste in the “Purchase Order Number” that you copied.
12. Before sending the draft invoice the original invoice needs to be deleted. From the second tab on the top of the page click other actions and select “Delete this document”
13. A confirmation window will appear click on “Yes, delete it.” You can close the tab after this step.
14. Now that the original invoice is deleted and the draft invoice has the correct information you can send the invoice by clicking on the green “Send" button on the bottom of the screen.
15. Repeat the above steps for all invoices that were sent to "Tradeshift Support Account.”
2. Each of the invoices that appears is an invoice that was sent to Tradeshift rather than your customer, to correct this we will use the invoices to create new drafts and will delete the original invoices along the way. 3. Right click on your invoice and select “Open Link In New Tab.”
4. In the your current tab to create a draft, click on the invoice Status column where it says “Sent" and on the righthand side select “Use as draft.”
5. When you click on “Use as a draft" a window will appear asking you to choose whether to send the new invoice to Tradeshift Support Account or to Another recipient, from the drop down menu select “Another recipient.”
6. On the draft invoice you will need to paste the invoice number and purchase order number from your original document, to get the “Invoice number” and “Purchase Order" number click on the original invoice that is in your second open tab and copy these values as shown below.
7. To set the invoice number paste the copied Invoice number number into the “Invoice number” field on your draft invoice. (Note: The invoice number will be highlighted in red until we delete the original invoice, the Purchase Order number cannot be set until we set the To: field)
8. To ensure the invoice is sent to the correct branch you need to open the Purchase Order that is attached to the original invoice that is in your second tab. 9. From the invoice in your second tab scroll to Purchase Order right click and select “open link in new tab.”
10. In your open Purchase Order tab look at the “From" section to identify the branch your invoice needs to be sent to and the Purchase Order Number, in our example this is BNY01 and 0000000347. You can close the tab once you have this information.
11. On the draft invoice set the To: field to the sender that was on the Purchase Order that you opened. (Ex: BNY01)
12. Now that the "To: filed" is set you can paste in the “Purchase Order Number” that you copied.
12. Before sending the draft invoice the original invoice needs to be deleted. From the second tab on the top of the page click other actions and select “Delete this document”
13. A confirmation window will appear click on “Yes, delete it.” You can close the tab after this step.
14. Now that the original invoice is deleted and the draft invoice has the correct information you can send the invoice by clicking on the green “Send" button on the bottom of the screen.
15. Repeat the above steps for all invoices that were sent to "Tradeshift Support Account.”
