About Provider Digital Invoice Copy

When you need a digital copy of the original provider’s invoice to meet your local requirements, you can ask your providers to attach the document to the ServiceChannel invoice.

Screenshot showing the invoice digital copy attachment

After configuring which providers should attach digital copies, you can find invoices with digital copies, edit attachments, add new ones, or delete them.

Filtering Invoices with Digital Copies

You can filter invoices to find those with digital copies. They will have the Has Invoice Copy flag.

Screenshot showing the invoice copy flag

⦿ How to Filter Invoices with Digital Copies

Click Invoices on the top navigation bar.
The Invoice List page appears.
In the Filter By section, switch the With Provider’s Invoice Attached toggle to Yes to view invoices with attached digital copies.

The invoices with digital copies will have the Has Invoice Copy flag.

Remember that if the With Attachment filter is off, you cannot act on the With Provider’s Invoice Attached filter.

Screenshot showing that the with attachments filter is off

Attaching Digital Copies to the Invoices

You can attach digital copies of the original invoice:

To the invoice during the invoice completion process
To completed work orders on the Work Order Details page
To invoices on the Invoice Details page

Attaching Digital Copies while Completing an Invoice

⦿ How to Attach Digital Copies while Completing an Invoice

Click the Attachments tab to add a document to the invoice.
Click Upload File and select the digital copy of the original provider’s invoice from your computer.
In the Upload Attachment window, provide the document description if necessary.
Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy.
Click Upload.
The attachment will have the Provider’s Invoice flag.
(Optional) Add other attachments if necessary.

You can mark other attachments as digital copies as well.
Send the invoice.

If the invoice of the provider that has been selected to send a digital copy does not have this document attached, you will see a flag prompting you to attach the digital copy. Your provider will see the same reminder should they send the invoice without the digital copy.

Attaching Digital Copies to Completed Work Orders

To attach and mark documents as digital copies, please ensure the work order is completed and has the corresponding invoice.

⦿ How to Attach Digital Copies to Completed Work Orders

On the Work Order Details page, click View Details.
In the Attachments&Notes section, click +Add Attachment.
Select the file and the description if needed.
Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy.
Click Upload.
The attachment will have the Provider’s Invoice flag.
(Optional) Add other attachments if necessary.

Attaching Digital Copies to Submitted Invoices

⦿ How to Attach Digital Copies to Submitted Invoices

On the Invoices List page, click the desired invoice to open its details.
In the Attachments tab, click Upload File and select the digital copy of the original provider’s invoice from your computer.
In the Upload Attachment window, provide the document description if necessary.
Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy.
Click Upload.
The attachment will have the Provider’s Invoice flag.
(Optional) Add other attachments if necessary.

You can mark other attachments as digital copies as well.

Now, on the Invoices List page, you will see the Has Invoice Copy flag on the invoice indicating the attached digital copy.

Editing and Deleting Digital Invoices Copies

You can edit and delete attachments if needed during the invoice completion process, on the Invoice Details page, and on the completed Work Order Details page.

Editing and Deleting Digital Invoice Copies from the Invoice Details Page

⦿ How to Edit and Delete Digital Invoice Copies from the Invoice Details Page

While filling out the invoice form, click the Attachments tab.
Select the checkbox next to the desired attachment.
You can edit or delete an attachment:
1. Click Edit Attachment to change the attachment description or unmark the attachment as a digital copy.
2. Click Delete Attachment.
  If the attachment is marked as a digital invoice copy, you need to confirm your action.

Editing and Deleting Digital Invoice Copies from the Invoice Completion Page

⦿ How to Edit and Delete Digital Invoice Copies from the Invoice Completion Page

On the Invoice Details page, click the Attachments tab.
Select the checkbox next to the desired attachment.
You can edit or delete an attachment:
1. Click Edit Attachment to change the attachment description or unmark the attachment as a digital copy.
2. Click Delete Attachment.
  If the attachment is marked as a digital invoice copy, you need to confirm your action.

Editing and Deleting Digital Invoice Copies from the Work Order Details Page

⦿ How to Edit and Delete Digital Invoice Copies from the Work Order Details Page

On the Work Order Details page, click the Attachments&Notes tab.
Select the invoice to take action on.
You can edit or delete existing attachments:
1. Click the Pencil icon to change the attachment description or unmark the attachment as a digital copy.
2. Click the Bin icon to delete the attachment.
  If the attachment is marked as a digital invoice copy, you need to confirm your action.
  
  Note that if there is only one attachment marked as the digital invoice copy, you cannot delete or unmark it. Add one more attachment and mark it as the invoice copy to be able to edit or delete that attachment.

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About Provider Digital Invoice Copy
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