E Invoicing Creating a Non PO Invoice Final
Unilever & Tradeshift – eInvoicing Creating an Invoice
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Table of contents 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14.
Click create Click on invoice Select correct branch and entity Complete invoice template Add additional line items Add payment method Complete Invoice template Tradeshift highlights any issues You can check document status The status will update on the document Creating an Invoice from network tab Click create document Follow standard create invoice steps… Further support
2 | Confidential
Creating a Non PO Invoice
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Click create
Click on Create This option should be used to create Non PO invoices only
4 | Confidential
Click on invoice Click on + Invoice
5 | Confidential
Select correct branch and entity
Select Unilever Branch for which connection is established. Note: do not create connections manually. If you are not sure – check your connection network settings
Choose Legal Entity you wish to invoice for selected Unilever Branch.
6 | Confidential
Complete invoice template Complete the invoice template
Invoice Number
Issue date & Currency
The invoice information required by Unilever (validation rules) can be found HERE 7 | Confidential
You may add additional relevant fields here (for example Uniliever contact name)
Add your line item detail here
Complete Invoice template - Exchange Rate For invoice which are issued in currency which is not a local currency of the supplier - exchange rate and value of converted Tax amount to local currency should be provided on the header
8 | Confidential
Complete Invoice template Add additional line items
A single payment method per invoice is a Unilever requirement. (Do not use cash as a Payment method)
9 | Confidential
Complete Invoice template Add payment method. You can also save the payment method for future invoices. A single payment method is mandatory
Once all the required fields are complete you can Preview the invoice or Send it
10 | Confidential
You can add attachments here
Tradeshift validates the invoice against validation rules. Tradeshift will highlight any corrections you need to make before sending the document
11 | Confidential
You can check document status
You can check your document status in your Document tab. Click on a document to view it.
12 | Confidential
Invoice status updated on the document
Current status of the document is visible on the Top right corner of the invoice.
History of the invoice statues and messages can be found in Universal Inbox. Cick on “Contact buyer” and this will be displayed
13 | Confidential
Creating an Invoice from the Network Tab
14||Confidential Confidential
Creating an Invoice from network tab
Click on the ‘Network’ tab.
Then select the Unilever branch you wish to send an invoice to from your network connections list.
15 | Confidential
Follow standard create invoice steps…
Click ‘Create Document’
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Follow standard create invoice steps...
Click ‘Invoice’
The steps then continue as before from the invoice template | Confidential
For more information, Please visit: https://unilever.support.tradeshift.com/
18||Confidential Confidential
| Confidential
Table of contents 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14.
Click create Click on invoice Select correct branch and entity Complete invoice template Add additional line items Add payment method Complete Invoice template Tradeshift highlights any issues You can check document status The status will update on the document Creating an Invoice from network tab Click create document Follow standard create invoice steps… Further support
2 | Confidential
Creating a Non PO Invoice
3||Confidential Confidential
Click create
Click on Create This option should be used to create Non PO invoices only
4 | Confidential
Click on invoice Click on + Invoice
5 | Confidential
Select correct branch and entity
Select Unilever Branch for which connection is established. Note: do not create connections manually. If you are not sure – check your connection network settings
Choose Legal Entity you wish to invoice for selected Unilever Branch.
6 | Confidential
Complete invoice template Complete the invoice template
Invoice Number
Issue date & Currency
The invoice information required by Unilever (validation rules) can be found HERE 7 | Confidential
You may add additional relevant fields here (for example Uniliever contact name)
Add your line item detail here
Complete Invoice template - Exchange Rate For invoice which are issued in currency which is not a local currency of the supplier - exchange rate and value of converted Tax amount to local currency should be provided on the header
8 | Confidential
Complete Invoice template Add additional line items
A single payment method per invoice is a Unilever requirement. (Do not use cash as a Payment method)
9 | Confidential
Complete Invoice template Add payment method. You can also save the payment method for future invoices. A single payment method is mandatory
Once all the required fields are complete you can Preview the invoice or Send it
10 | Confidential
You can add attachments here
Tradeshift validates the invoice against validation rules. Tradeshift will highlight any corrections you need to make before sending the document
11 | Confidential
You can check document status
You can check your document status in your Document tab. Click on a document to view it.
12 | Confidential
Invoice status updated on the document
Current status of the document is visible on the Top right corner of the invoice.
History of the invoice statues and messages can be found in Universal Inbox. Cick on “Contact buyer” and this will be displayed
13 | Confidential
Creating an Invoice from the Network Tab
14||Confidential Confidential
Creating an Invoice from network tab
Click on the ‘Network’ tab.
Then select the Unilever branch you wish to send an invoice to from your network connections list.
15 | Confidential
Follow standard create invoice steps…
Click ‘Create Document’
| Confidential
Follow standard create invoice steps...
Click ‘Invoice’
The steps then continue as before from the invoice template | Confidential
For more information, Please visit: https://unilever.support.tradeshift.com/
18||Confidential Confidential
