You can create an account via any invoice you receive. You can create an account via a registration request from the manufacturer or from an invitation sent by our support department.

You can register yourself through each invoice by following these steps : Open the notification e-mail -> click on the ‘View invoice’ button -> click on the ‘Register’ button when the browser window has loaded.

The email address that receives the invoice is your username.

You can obtain your password using the password option on the login page .

The first check is to see if you already have an account. You can check this simply by looking at an invoice you have received from our notification system. If, in the e-mail, you can see the following two buttons, ‘Login InvoicePortal’ and ‘View invoice,’ then you have an account. The email address that receives the invoice is your username. The password can be requested via the password function on the login page. You can also contact the sender of your invoices. They can see if you have an existing account or not. The sender of the invoice can also indicate your username and resend the details to your email address. If you do not have an account, they can send you a registration invitation.

It is possible that your sender has multiple customer numbers for your account and not all of them are linked with your Invoice2Deliver account. You can solve this by sending a connection request to your sender via email. The sender will send you an email containing a link you can use to activate the connection and link all invoices to your InvoicePortal account.

This sometimes happens when an email is not recognized as ‘safe’ by an email program (GMail, Outlook etc.) If this occurs, you can use the ‘Link Backup’ link situated at the bottom of your email. This link will take you directly to your invoice.

You can check this by going to the tab ‘Receivers’. Look up the receiver in question based on their customer number. Once located, click on the customer number to view their customer card. Here you can see if the receiver has an InvoicePortal account or not. A checkmark signifies a customer with an active, valid account. The checkbox will be empty if they do not have an account.

You can create an account by sending a registration invitation to the recipient. To do this, go to the tab ‘Receivers’. Then search for the customer number, select them in the list and click on the option to send registration.

First check the system to verify that they have an account. If an account exits, then you can resend their details to them. If the recipient does not have an account then you can send them a registration invite.

InvoicePortal supports IIF and UBL2.0 formats, but UBL2.0 formatted data is required to send invoices to the delivery channels.

This sometimes happens when an email is not recognized as ‘safe’ by an email program (GMail, Outlook etc.) If this occurs, you can use the ‘Link Backup’ link situated at the bottom of your email. This link will take you directly to your invoice.

You can reset the password of a receiver by going to the Recipients tab -> Account Number -> Password Reset.

This can occur when you have multiple customer numbers related to one account and not all of them are linked to their InvoicePortal account. You can solve this by sending the receiver a connection request email. They can use the provided link in that email to update and verify their account.

In the batch report you will be notified of any invoices that were not processed properly. Next, log on to InvoicePortal to find out what error has occured. From here you can take the relevant action to fix the issue. The InvoicePortal dashboard shows the status of your batch processing. Colour-coded icons provide a quick reference into the status of your batches. Clicking on a batch number will provide you with more details. The processing icon is Green, what does this mean? Symbol:  No errors or warnings. Everything was processed correctly. Action: None The processing icon is Orange, what does this mean? Symbol:  At least one invoice within the batch has a warning. Action: Check the warning indicator. Incorrect e-mail address: E-mail correct in their own system and send invoices manually from InvoicePortal. (Documents> Select invoice> Send by E-mail) Unsupported language: No action. We currently support only; Dutch, English, German, French, Spanish, Polish and Lithuanian. * The invoice number is listed in the column ‘Document / File’ in the process overview on your dashboard. The processing icon is red, what does this mean? Symbol:  At least one invoice was unable to load into the system and therefore can not be sent to the client. Action: Check the warning indicator. Missing PDF: This error tells you that, when processing, the system was unable to deliver a PDF version of the invoice. The system requires all invoices to be available in both XML and PDF formats in order to deliver a batch successfully. In this instance, the PDF document is missing. Action: Verify that the file may nevertheless still delivered and successfully processed. In the ‘Files’ tab, check to see if the file is located in file searching and see if there is a file with the status ‘Processed’ in column ‘status’. If so: No additional action is required. The error file can be deleted in the tab ‘Files’. Find the file in the list and click ‘Delete’. The error message will not be shown in your report processing. If no: The invoice (PDF and XML) should be re-submitted. Missing XML: This error tells you that, when processing, the system was unable to deliver an XML version of the invoice. The system requires all invoices to be available in both XML and PDF formats in order to deliver a batch successfully. In this instance, the XML document is missing. Action: Verify that the file may nevertheless still delivered and successfully processed. In the ‘Files’ tab, check to see if the file is located in file searching and see if there is a file with the status ‘Processed’ in column ‘status’. PDF file corrupt: This can mean two things. If so: No additional action is required. The error file can be deleted in the tab ‘Files’. Find the file in the list and click ‘Delete’. The error message will not be shown in your report processing. If no: The invoice (PDF and XML) should be re-submitted. PDF incomplete: It may happen that a PDF is not completely installed on our system. Action: The invoice (PDF and XML) should be re-submitted. PDF security: PDF Invoices should not contain active security features. A digital signature must be applied to the document when security features are enabled. InvoicePortal does not support this as standard. Action: Remove the Secure PDF and the deliver the invoice (PDF and XML) once again. Validation errors in the content of the XML: It is possible that the XML that is sent is not complete or does not meet the validation requirements of the system. You see assist reporting on the rules which validation error has been detected. Action: XML errors and correct the bill (PDF and XML) both deliver again. * The invoice number is listed under the column ‘Document / File’ in the process overview on your dashboard.

On the Dashboard you can view all invoices waiting to be processed. In addition, the files can be found in the ‘Files’ tab.

To transfer a customer to a new delivery channel you must first send a request to the InvoicePortal support team. The support team will help in setting up a test delivery to the new channel and assist in converting the sender’s details. If the sender has already completed the testing and has permission to send to the channel, then you can convert the customer’s details in the ‘Recipients’ tab. Tab: Receivers> Account Number Search> Account Number click> delivery channel> select delivery channel> enter data.

InvoicePortal can not see whether an invoice has actually arrived in the appropriate inbox of the receiver. InvoicePortal can tell you with certainty when an invoice has been sent to that address. You can check this under the ‘Documents’ tab. Documents -> search for the invoice number and then view the ‘Delivery Status’ column to check the status.

The default setting is marked as read when sending invoices as PDF documents. This is a necessary step, as otherwise we would be unable to see whether an invoice is opened or not.