Option 1 - Uploading invoice in the Trades Portal
Follow the steps below to upload your invoice against a work order:
Open the Work Order
Go to the work order where you need to upload the invoice.Confirm the Booking Date
Make sure a booking date has been set and confirmed for the work order.The invoice upload option will only become available once the booking date has been confirmed.
Upload the Invoice
Once the booking date is confirmed, the Add Photos and Invoice option will appear on the work order.Attach Your Invoice
Select the option to upload an invoice and attach the relevant invoice file.Send for Payment
After uploading the invoice, select Send for Payment.Agent Approval
The invoice will then be sent to the agent for review and approval.
Once the agent approves the invoice, it can proceed through the payment process.
Option 2 - Uploading invoice via email
You will need to send the PDF invoice and any pictures as attachments, with the Workorder ID number as the Subject of the email to us.
The Workorder ID will be available on the workorder page under confirm booking button.
Sorted will automatically upload your invoice to the job and pre-fill the invoice amount automatically.
Make sure you have the latest insurance documents uploaded on your account to make it compliant and able to upload invoice.