TABLE OF CONTENTS
- Creating an Invoice
- Uploaded Documents Page
- Creating & Updating an Invoice
Creating an Invoice
Surgeship allows you to convert your Tender Agreement to an Invoice once delivery has been completed.
An Invoice can be created several ways:
- From within a Route Details page using the the Actions Button > Create Invoice
- From the Uploaded Documents page
Uploaded Documents Page
Creating & Updating an Invoice
Once the View Documents button is clicked you will be presented with the create New Invoice button.
The Invoice page will display your Tender Agreement converted to an invoice for review before submitting the Company for approval.
Assessorial charges can be entered at this time and supporting documentation cam be uploaded by selecting the Documents tab and uploading the appropriate documents to their specific Drop locations.