/
About Provider Digital Invoice Copy

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

    Screenshot showing the filter

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
  1. Click the Attachments tab to add a document to the invoice. 
  2. Click Upload File and select the digital copy of the original provider’s invoice from your computer. 

    Screenshot showing the upload file button

  3. In the Upload Attachment window, provide the document description if necessary  
  4. Check the This attachment is a digital copy of the provider's invoice box to mark the attachment as a digital copy. 

    Screenshot showing the checkmark

  5. Click Upload
    The attachment will have the Provider’s Invoice flag.

    Screenshot showing the attachment

  6. (Optional) Add other attachments if necessary.

    You can mark other attachments as digital copies as well. 

  7. 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 sen