Creating an unlinked invoice

Pre-requisites

The buyer must have unlinked invoices enabled in Supplier Portal as must the supplier. If you are unsure if the buyer or supplier has these enabled, please query this with the Service Desk.

Instructions

Log in as the supplier at https://buyers.mpuk.basware.com/admin/login/auth and navigate to Supplier Portal:

 

 

Once in Supplier Portal, you can create an unlinked invoice in one of 2 ways;

1. When in supplier Portal, click on Documents on the right hand side

And then on the next menu, select Tree where you will see a list of your customers and the document types underneath

 

Select the name of the customer you wish to send an unlinked invoice to and on the right hand side of the screen you will see the Create Invoice option:

 

 

Select the green arrow to create your unlinked invoice and as with a normal invoice, enter your invoice ID and select the save button

You will then get options to add an item, shipping or other charge, select item and then click the green  button.

Once all mandatory data has been entered, click the save button on the right

 

You can then add more invoice lines if needed using the green plus button. If all is correct, then you simply send the invoice using the button on the top right

 

2. The second method is to go to Documents – Document List instead of Tree and then select the buying organisation on the right hand side

 

 

This will then give you the Create Invoice option and you go through the same steps as option 1:

 

 

 

Creating Unlinked Credit Notes

Pre-requisites

The buyer must have unlinked credit notes enabled in Supplier Portal as must the supplier. If you are unsure if the buyer or supplier has these enabled, please query this with the Service Desk.

Instructions

Log in as the supplier and navigate to Supplier Portal:

Once in Supplier Portal, you can create an unlinked invoice in one of 2 ways;

1. When in Supplier Portal, click on Documents on the right hand side

And then on the next menu, select Tree where you will see a list of your customers and the document types underneath

 

Select the name of the customer you wish to send an unlinked invoice to and on the right hand side of the screen you will see the Create Invoice dropdown, select the dropdown and select Credit note option:

 

 

 

Select the green arrow to create your unlinked credit note and as with a normal credit, enter your credit note ID and select the save button

You will then get options to add an item, shipping or other charge, select item and then click the green  button.

 

 

Once all mandatory data has been entered, click the save button on the right

 

You can then add more lines if needed using the green plus button. If all is correct, then you simply send the invoice using the button on the top right

 

 

2. The second method is to go to Documents – Document List instead of Tree and then select the buying organisation on the right hand side

 

 

This will then give you the Create Invoice option and you go through the same steps as option 1: