Email Notifications to Approve Invoices
Approvers will be sent an email notification to review and approve a new invoice from Homebound. From this email you can click into the Trade Portal and approve the Invoice.
View All Invoices
In the Trade Portal the Invoices tab will take you to a screen where you can review all Invoices from Homebound.
There are several statuses for an invoice and here is what they mean:
- Pending Approval - This means that you need to approve the invoice before it will be paid by Homebound.
- Changes Requested - This invoice has been sent back to Homebound with changes you requested. Homebound will send it back to you for approval when ready.
- Pending Cond. LW - This invoices has been approved but cannot be paid until a Conditional Lien Waiver is signed.
- Ready to Pay - This means it has already been approved but Homebound is still processing payment.
- Paid - These invoices have already been paid.
- Paid - Pending Unconditional Lien waiver - After a bill is paid, an unconditional lien waiver is sent for signature
Review and Approve an Invoice
To review and/or approve an invoice simply click View Payment to open the invoice detail page. You can Approve or Request Changes using buttons on the top right.
Note: You will not be able to approve unless you are designated as an Invoice Approver. Here is more information on managing contacts
If you Request Changes, you will be prompted to enter details about the requested change, which will then be submitted to the Homebound Team. Once an Invoice is approved then the Payment Process is initiated. Here is more information on that process.
Using the Reference Number Field
Use the Reference Number Field to store PO/Invoice numbers from your system to understand the connection between your number and the Homebound #.
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Questions? Feedback? Email us at Product-Support@Homebound.com