User Guide - Invoicing Work Orders as a Vendor

1. Log in with your vendor credentials:

https://office.smartwebs.com/


1. Click here.

2. Click on Work Order that invoice needs to be created.

3. Click here, to expand the Work Order (WO).

 4. Click "Invoices."

5. Click "New"

6. Click the "Number: *" field to add the

invoice number, ex: 1, 2,3...

 

7. Click "Name: *" You can add the name of the association, or the unit within the association, so you can keep track of what invoice this is for, or you can name it however you see fit, a name is required.

 

8. Click the "Expense Type" field, this is where you will add the type of expense.
 

9. Click the "Qty" field, which can be the number of hours or the number of materials used.

10. Click the "Price" field for hours worked or the price of material. You can see that the total is being added for you for all the rows that were entered.

 

11. You also have the option to click on the add hr. or add material. After adding the information within the selected option, both options will create a new row.

 

12. If you create an extra row, you can click here to delete it.

13. Click "Save."

The following steps are how to upload receipts, or documents for the invoice created and how to download the invoice created.

14. Click on the WO where the new invoice was created.

15. Click "Invoices."

16. Click "the invoice."

17. Click "Choose files to Upload," to upload any receipts you have for this WO.

18. You should see that the file that was selected was uploaded in the WO documents section.

19. Click here, to download the Invoice and any documents that were added to the invoice

 

20. Please select the document that was added to the invoice to be included in the file, that will be downloaded.

21. Click "Export"

22. Click "Export."

23. Click "Download," at this point you can change the name file or leave it as it is.

 

You should be able to find this file in your downloaded folder or in the file where you store your downloaded files.