How to Disable Automatic Invoice Collection from Preferred Service Providers
By disabling Invoice Collection, Latchel’s automation will skip asking your preferred Service Providers for an invoice. We assume they’ll send them to you directly. Alternatively, if you choose to enable Invoice Collection then Latchel will attempt to collect an invoice from your Service Provider by sending a daily automated SMS message for 5 days.
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.
When the request for the invoice is sent, Latchel also creates a task for the PM for Awaiting Invoice.
On your Latchel Dashboard, select People from the top navigation menu and then click on the Service Providers.
Locate the My Service Provider Management and click on the hyperlinked name of the Service Provider to be taken to their profile.
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.