The first step is to visit the activation website. Here you will select the Basware Portal option and register for the free service.
The Basware portal Invoice key In user guide can be found attached to this article.
The Basware portal PO Flip user guide can be found attached to this article.
FAQ
I didn’t receive a registration link, what can I do?
Please check your junk or spam folders for an email from bc.servicedesk.global@basware.com.
I didn’t receive a confirmation link, what can I do?
Please check your junk or spam folders for an email from bc.servicedesk.global@basware.com.
I can’t find emails from bc.servicedesk.global@basware.com in my spamfolder, what can I do?
Please restart the registration process by visiting the activation website.
I missed the deadline for confirming my account, what can I do?
If you missed the deadline, please reclick the registration link that was originally sent. You will need to go through the registration process and recreate your password. Once completed, you will receive a new confirmation link.
What is my username/password?
Your username is your email address you used for registration.
The password was created by you, but you can reset it quickly by going to portal.basware.com and clicking “forgot your password” link.
Do I have to put in my bank information?
No, you do not have to put in your banking information as payments are not handled via Basware at this time.
What do I use for Organization ID?
Please select “TIN” in the drop down box and provide your Tax ID. It is mandatory that you enter this information. You Tax ID cannot have dashes. It should look like this: 129999999 instead of 12-9999999.
I can’t accept the terms and conditions/click activate?
Please go through each section and click “save”. If you are missing any information in a certain field, you will need to update it and then you should be able to accept the terms and conditions and then activate the service.
What is the cost for this service?
This service is offered free of charge and offered to you by Heineken USA and Basware.
I forgot my username/password
Your username is your email address and the password was created by you. You can reset it easily by going to portal.basware.com and clicking “forgot your password” link.
Which user guide do I follow?
Please check the user guide that corresponds to your business.
The Basware portal Invoice key In user guide can be found attached.
The Basware portal PO Flip user guide can be found attached.
What do I need to do to send an invoice?
Please click on the user guide that corresponds to your business.
The Basware portal Invoice key In user guide can be found attached.
The Basware portal PO Flip user guide can be found attached.
I can’t find the customer, what do I do?
Please click on the user guide that corresponds to your business.
The Basware portal Invoice key In user guide can be found attached.
The Basware portal PO Flip user guide can be found attached.
The user guides show exactly how to search for your customer. Once you find them, you can favorite them by clicking the star so they always appear at the top of the list.
What date do I use?
Please just follow the instructions in the attached user guide.
What is [any field]?
Please click on the user guide that corresponds to your business.
The Basware portal Invoice key In user guide can be found attached.
The Basware portal PO Flip user guide can be found attached.
I can’t send the invoice, what do I do?
Please click on the user guide that corresponds to your business.
The Basware portal Invoice key In user guide can be found attached.
The Basware portal PO Flip user guide an be found attached.
What is the status of my invoice?
When you log in to the portal, you will see the most recent documents with the status of each. If you have a question about the status, please contact your customer.
Who do I contact for payments?
Please contact your customer directly.
Why can’t I find the invoice I’m looking for?
Most likely there is a date filter activated. Please click the “x” next to the date range in the gray box.
If the invoice is rejected, how will I know?
There will not be an email notification. The HUSA contact will reach out to you directly.
What if the ship to address is different?
All payments come from HUSA White Plains address. Please do not change the default address in the portal.
Additional FAQs
Organization ID
- When registering you provided your Tax ID as the Organization ID. Please ensure you follow the below instructions before processing any purchase orders or submitting any invoices.
- Log in to the Basware Portal
- Click on your Username (top right in blue) then select My Organization.
- Then select Edit (in green).
- Go to the Organization Identifier section
- The following information is mandatory:
- Select TIN in the drop down box
- Enter your Tax ID (TIN) in the box to the right. It must not have any dashes
- Then click Save Changes
- To return to the home screen, click Basware in the top left corner
Notifications
Please follow the below steps so you can ensure you receive notifications of new Purchase Orders.
- Log in to the Basware Portal
- Click on Applications on the middle top of your screen in blue
- Scroll down and click on Invoice Key-In and PO Flip icon
On the next screen, click View Details
Under the Notifications section, ensure you:
- Check the box that says ''Notify about new Purchase Orders''
- Add the e-mail where you want to be notified
- Select the language
- Save changes
-
- To return to the home screen, click Basware in the top left corner
Add User
Please follow the below instructions if you’d like to add a user to your account.
- Main user logs in to the Basware Portal
- Click on your Username (top right in blue) then select My Organization.
- Then select More Actions and Add User.
- Then fill in the required information for the new user:
- Email Address
- User Name (should be the email address)
- Select the Language
- Then click Save Changes
- The user will receive an email address to confirm their account.
- To return to the home screen, click Basware in the top left corner
Filters/Searches
There are different search and filtering options within the Basware Portal.
Please ensure if you are looking for a specific document, you ensure the date filter is not on. You can remove it by clicking the “x” next to the date range – see below.
Also, if you’d like to change the last tab on the home page, you can do that by clicking on the triangle and selecting the document type you’d like to be displayed on the last tab.
Do not invoice for more than the original PO amount.
If you invoice the wrong PO:
Create a credit note for that incorrect invoice/PO combination as per attached user guide, ensure you reference the invoice #
PO is then able to be invoiced against
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Target group of this article | |
| All Users | X |
| Main User | |
| IT Department |