HSBC & Tradeshift e-Invoicing Creating a non
HSBC & Tradeshift e-Invoicing Creating a non-purchase Order invoice
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Table of contents 1. Navigate to Create Documents Application 2. Click on invoice 3. Select correct branch 4. Complete invoice template 5. Tradeshift highlights any issues 6. You can check document status 7. The status will update on the document 8. Click create document 9. Further support 2 | Confidential
Navigate to Create Documents Application
Navigate to Create Documents App This option should be used to create Non PO invoices only
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Click on invoice
Click on Invoice
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Select correct branch Select HSBC Branch for which connection is established. Note: do not create connections manually. If you are not sure – check your connection network settings
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Complete invoice template Complete the invoice template
Invoice Number
Issue date & Currency
The invoice information required by HSBC (validation rules) can be found HERE
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For Non-PO invoices, this field can be removed simply click on the “X” to close
Add your line item detail here
Complete Invoice template Add payment method. (Optional)You can also save the payment method for future invoices.
Once all the required fields are complete you can Preview the invoice or Send it
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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. For Non-PO related invoices, suppliers need to provide a personal reference - a valid HSBC email, and an HSBC Contact name
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You can check document status
You can check your document status in the Document manager. Click on a document to view it.
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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
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For more information, Please visit: https://hsbc.support.tradeshift.com/
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| Confidential
Table of contents 1. Navigate to Create Documents Application 2. Click on invoice 3. Select correct branch 4. Complete invoice template 5. Tradeshift highlights any issues 6. You can check document status 7. The status will update on the document 8. Click create document 9. Further support 2 | Confidential
Navigate to Create Documents Application
Navigate to Create Documents App This option should be used to create Non PO invoices only
3 | Confidential
Click on invoice
Click on Invoice
4 | Confidential
Select correct branch Select HSBC Branch for which connection is established. Note: do not create connections manually. If you are not sure – check your connection network settings
5 | Confidential
Complete invoice template Complete the invoice template
Invoice Number
Issue date & Currency
The invoice information required by HSBC (validation rules) can be found HERE
6 | Confidential
For Non-PO invoices, this field can be removed simply click on the “X” to close
Add your line item detail here
Complete Invoice template Add payment method. (Optional)You can also save the payment method for future invoices.
Once all the required fields are complete you can Preview the invoice or Send it
7 | 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. For Non-PO related invoices, suppliers need to provide a personal reference - a valid HSBC email, and an HSBC Contact name
8 | Confidential
You can check document status
You can check your document status in the Document manager. Click on a document to view it.
9 | 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
10 | Confidential
For more information, Please visit: https://hsbc.support.tradeshift.com/
11||Confidential Confidential
