🚨 Note that you should not use this feature if your suppliers are paid via card / virtual card.

From a company user ➑️ to the company

  • Send all the supplier invoices you need with your company's invoice forward email address (it should start with β€œbills+…). You can find your invoice email address on Spendesk in your drafts section or in the side panel (when clicking on "submit a new invoice").

Pro tips:

❌ if the invoice is not forwarded properly, you will get an error message into your email inbox.

πŸ“¨ if you send multiple invoices at once, Spendesk will create 1 draft per attachement.

  • Log into Spendesk and go into your drafts under the Requests tab. You will see a draft of your invoice request with information pre-filled by Marvin, our robot.

  • Check the invoice information and the analytics of your expense. Once you click on β€œsubmit invoice”the draft will disappear from your Drafts section and turn into a request into β€œyour requests” section.

From a supplier ➑️ to your company

Communicate your company's invoice forward email address to your vendors so they can forward their invoices effortlessly. You can find your invoice forward email address in Spendesk in your drafts section or in the side panel (when clicking on "submit a new invoice").

βš™οΈ if you want the draft to be assigned to an employee in your company, the vendor should add them as CC in the email πŸ’ͺ,

βš™οΈ if the invoice is not forwarded properly, the supplier will get an error message back into their inbox,

βš™οΈ if you send multiple invoices at once, Spendesk will create 1 draft per attachement.

  • Review all invoice drafts in your "drafts" section. If the invoice hasn’t been assigned to anyone, it will appear in a shared inbox available to all controllers and the account owner. πŸ– Controllers should also have the requester role if they want to edit invoice drafts and turn them into an actual request in Spendesk. πŸ–

  • Check the invoice information and the analytics of your expense. Once you click on β€œsubmit invoice”the draft will disappear from your "drafts" section and turn into a request into the β€œyour requests” section.

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