This article applies to lenders




This article gives detailed information on Smart invoicing Set up by Lenders and Forwarders, steps to set up or configure the Smart Invoicing process

  • How to Upload Contract

  • Assigning Service Provider(s)

  • SmartInvoicing Set up 

  • Integrity


How to Upload/Create Contract 


Step 1: To upload the contract go to the Upload Contract tab and click on Choose File button, to get a sample contract file click on the "?" question mark icon

Note: You can upload the available contract in excel format or create a new contract 


Sample Excel Contract




Step1: Login as admin to any company, click on Add New Contract link from the contract list tab, and fill out the form 




Step 2: Click on the "$" dollar icon from the contract created to fill in the details of the contract 



Step 3: When the contract page of the selected contract is opened, you can add all details by clicking on the +Add Recover Fee button 


Step 4: Fill out the form and click Save 



Note: While uploading the contract manually, you will need to select the Fee Type or your contract will show nothing has been uploaded 


Assigning Service Provider


Note: There is a default setup where contracts are assigned to connected service providers in the company, if service providers are not assigned individually 




Note: Clicking on the Group icon you will be able to select specific service providers if you do not want all included 


 


Note:  Service Providers assigned to one contract cannot be connected to another contract until they have completed/ removed from the current working contract