Tradeshift PO Invoices
Tradeshift PO Invoices – Quick Reference Card
Tradeshift PO Invoices This Quick Reference Card shows you how to submit electronic invoices to NHS Property Services using a Purchase Order (PO) issued to your Tradeshift Account
Click on a PO to view it and to start the process of creating an invoice
Click on the ‘Documents’ sidebar option and any POs issued to you will appear in the list above
When you are ready to invoice, click here
You can view the PO document below or click to open a pdf copy
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Tradeshift PO Invoices – Quick Reference Card
An invoice draft is created for you using details from the PO. Check the details, and enter your invoice number
‘Item ID’ is not a mandatory field. It can be used if you wish to quote your own catalogue or product ID number or can be ignored
If you don’t wish to invoice for the full value or number of units on the PO line, make the change here (you can invoice the remaining units/value on future invoices)
Line details are populated from the PO. You should never change the Line Number or Property ID/Name as the details are mapped to the PO in our payment system (see next slide for deleting a line)
Note that Tradeshift validates invoices against the PO details and will indicate where there is an issue for you to resolve before the invoice can be sent to us – this includes matching the ‘Price per unit’ and ensuring that you have not exceeded the total value of the PO Line – Speak to your NHS Property Services buyer/contact if any details on the PO need to be amended
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Tradeshift PO Invoices – Quick Reference Card
If your PO has multiple lines and you do not wish to include all lines on this invoice, you can delete a line by clicking on the cross (you can include those lines on a subsequent invoice)
Add any notes that might be helpful for our payments team (eg. The name of the person who ordered the goods or service) And attach a copy of the invoice generated from your system here if you wish (this is not mandatory)
We can only pay you into the bank account details we hold in our system for you - we are unable to upload new bank details submitted by you here in Tradeshift If you need to set up new bank details please contact us at [email protected] providing a copy of the bank details on letter headed paper and a member of our team will be in touch to verify the details and make any changes
3|Page
Tradeshift PO Invoices – Quick Reference Card
You can preview your invoice or save a draft to complete later
Finally, click here to send the invoice to our AP Team for approval and payment (You will see an error message if any mandatory information is missing which needs to completed before sending the invoice)
Key Contacts For sign up, connection, invoice submission and any other Tradeshift related questions visit https://nhsps.support.tradeshift.com/requests/new For payment queries contact [email protected]
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Tradeshift PO Invoices This Quick Reference Card shows you how to submit electronic invoices to NHS Property Services using a Purchase Order (PO) issued to your Tradeshift Account
Click on a PO to view it and to start the process of creating an invoice
Click on the ‘Documents’ sidebar option and any POs issued to you will appear in the list above
When you are ready to invoice, click here
You can view the PO document below or click to open a pdf copy
1|Page
Tradeshift PO Invoices – Quick Reference Card
An invoice draft is created for you using details from the PO. Check the details, and enter your invoice number
‘Item ID’ is not a mandatory field. It can be used if you wish to quote your own catalogue or product ID number or can be ignored
If you don’t wish to invoice for the full value or number of units on the PO line, make the change here (you can invoice the remaining units/value on future invoices)
Line details are populated from the PO. You should never change the Line Number or Property ID/Name as the details are mapped to the PO in our payment system (see next slide for deleting a line)
Note that Tradeshift validates invoices against the PO details and will indicate where there is an issue for you to resolve before the invoice can be sent to us – this includes matching the ‘Price per unit’ and ensuring that you have not exceeded the total value of the PO Line – Speak to your NHS Property Services buyer/contact if any details on the PO need to be amended
2|Page
Tradeshift PO Invoices – Quick Reference Card
If your PO has multiple lines and you do not wish to include all lines on this invoice, you can delete a line by clicking on the cross (you can include those lines on a subsequent invoice)
Add any notes that might be helpful for our payments team (eg. The name of the person who ordered the goods or service) And attach a copy of the invoice generated from your system here if you wish (this is not mandatory)
We can only pay you into the bank account details we hold in our system for you - we are unable to upload new bank details submitted by you here in Tradeshift If you need to set up new bank details please contact us at [email protected] providing a copy of the bank details on letter headed paper and a member of our team will be in touch to verify the details and make any changes
3|Page
Tradeshift PO Invoices – Quick Reference Card
You can preview your invoice or save a draft to complete later
Finally, click here to send the invoice to our AP Team for approval and payment (You will see an error message if any mandatory information is missing which needs to completed before sending the invoice)
Key Contacts For sign up, connection, invoice submission and any other Tradeshift related questions visit https://nhsps.support.tradeshift.com/requests/new For payment queries contact [email protected]
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