Use Tradify's Supplier Bill Inbox Feature

Disclaimer: This feature is currently in early access (Beta) and is not available to all Tradify users at this time. 

Topic

With Tradify's Supplier Bills Inbox, you can have suppliers email their Bills directly to into Tradify to generate a bill in your Draft Bills list.

Enable the Supplier Bills Inbox

1. Navigate to the Settings page.
2. Select Bills & Purchases.
3. Toggle on Supplier Bills Inbox.
   
   

Once the inbox is enabled, your bills inbox Email Address will appear, click on it to copy it and send it through to your suppliers so they can email your bills to this email in future.

Note: This email address is sensitive and should not be listed publicly.

Bill Email Requirements

• Attachments have to be PDF or Image (PNG, JPEG, JPG).
• You can have multiple supplier invoice attachments per email (Each attachment will create a seperate bill)

Note: A subject line is not required.

Where to Find the Bills Emailed to you from Suppliers

1. Navigate to the Purchases page.
2. Select Draft Bills.
3. The Supplier Bills will appear here as Drafts to review, update and approve. 
   
   

Disclaimer: The bill Information is captured by SmartRead and may have inconsistencies with the original document, we recommend all imported document data captured by SmartRead is reviewed before approving the bill. 

To match your supplier document’s total, SmartRead may add adjustment lines such as Totals Discrepancy. Discounts may also appear on line items. Before approving, compare all lines with the original document and correct or remove any discrepancies. 

Additional Information

For more info on the SmartRead feature, see here: Use SmartRead to Create Bills on Tradify Web