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How This Works

  • When Invoice Collection is disabled, Latchel won’t request invoices from your Service Providers, assuming they’ll send them directly to you.
  • When enabled, Latchel sends daily automated SMS reminders to collect the invoice.
  • When the request for the invoice is sent, Latchel also creates a task for the PM for Awaiting Invoice.

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Invoice Notification Frequency

Latchel asks the Service Provider for the invoice every day for 3 days and then every week for 3 weeks and then once a month for 3 months.

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Managing Invoice Collection Feature

On your Latchel Dashboard, select People from the top navigation menu and then click on the Service Providers. 
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Locate the My Service Provider Management and click on the hyperlinked name of the Service Provider to be taken to their profile.
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Under Work Order Settings, toggle Invoice Collection OFF. Once the toggle is grayed out (the toggle will be positioned to the left), invoice collection is turned off for the preferred vendor. Please feel free to toggle this back ON if you want Latchel to ask your preferred Service Providers for an invoice.
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