Uploading an Invoice (Service Providers)

From your Service Provider dashboard, click on the Work Order number under Other Work Orders status.

The next page will show the work order details such as Order number, work order description, etc. Click on Provide Work Order Update.

The page will redirect you to the options for updating the job. Click on Add Invoice under the Files section.

On the next page, you will see options for submitting the invoice. You can either email the invoice to invoices@latchel.com, create an invoice, or upload an invoice. In this example, choose Upload Invoice.

Fill in the information before uploading the invoice.

• Enter the total amount for the invoice: the total cost to complete the job.
• Memo Optional: note what is the invoice for.
• Toggle No or Yes if encountered damage may have been caused by the resident: The property manager may use this as a reference if they need to bill back the resident.

Then click on Next.

Continue by selecting Choose File, and your computer folders will appear. Choose the invoices and files you want to upload, then click on Open.

Finalize the details of the invoice then click on Submit Invoice.

NOTE: A notification box will appear, confirming the receipt of the invoice. Reminders will also be displayed on how to get paid faster.

If the job is complete, click on Yes, It’s done, and the work order status will change to Completed. If a follow-up job is required, click on There’s More To Do, and the work order will remain open to repeat the flow, such as rescheduling with the resident.

Watch this video tutorial to know more!