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Invoice Portal

The Invoice Portal is where finance and operations teams work in One Platform. Use it to follow your invoices, fix the ones that fail, register companies and keep track of credits.

The Invoice Portal. A menu on the left runs from Dashboard to Settings, with country, environment and portal switchers below it. The Dashboard fills the rest of the screen.
The Invoice Portal, open on the Dashboard.

You land here after you sign in, unless you said you were a developer during setup. No code is needed for anything in this portal. Developers work in the Developer portal, which you open from the same sidebar.

What is in the menu

Dashboard See how many invoices went through and what needs attention. Documents Find an invoice, see why it failed, fix it and send it again. Reconciliation Check what you sent against your own records. Reports Download reports for the country you are working in. Onboard Register a company for e-invoicing in the selected country. Masters Keep the reference data your invoices use. Credits See your credit balance and how it is being used. Sources See the systems that send invoices into this workspace. Notifications Read alerts about your invoices and workspace. A red dot means something is unread. Support Ask for help and follow your requests. PDF Template Control how your invoice PDFs look. Settings Manage the workspace, teammates and roles.

Some items only appear for certain countries. B2C Vault, for example, is for Malaysia.

Your workspace name sits at the top of the sidebar. Collapse sidebar at the bottom shrinks the menu to icons to give the page more room.

Country, environment and portal

Three switchers sit under the menu. Between them they decide what every page in the portal shows.

Three switchers stacked in the sidebar: United Arab Emirates, Sandbox and Invoice Portal.
  • Country. The portal shows one country at a time. Documents, reports, the dashboard and onboarding all follow it.
  • Environment. Sandbox is for testing. Switch to production when you are ready to send real invoices.
  • Portal. Moves you between the Invoice Portal and the Developer portal.

If a page looks empty, or the numbers are not the ones you expect, check these three first. See Switch country and environment.

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