Sometimes when a job is assigned to an external supplier such as an agency or freelance translator, the invoice needs to be sent from the translator to the requester, in other words the company who ordered the translation, revision, etc. This allows the external supplier to upload their own invoice into Wordbee for viewing without having to send it via email.
If a linguist needs to be allowed to upload their invoices and enter their own invoice number, a manager must perform the following tasks to permit the uploading of supplier invoices:
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Once these steps have been completed, the supplier will be able to log into the client portal and upload their own custom invoice, which can then be viewed within the system. To see the steps for uploading a custom supplier invoice, please see the Uploading a Custom Supplier Invoice page.
Verify & Update Access Rights
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Then click on Edit in the upper right corner of the screen and tick the radial next to Can edit cost for the Default Cost Visibility option. Remember to click Save once finished.
How to Upload an Invoice
The supplier can now upload his own invoice and enter his own invoice number when connecting to his Wordbee workspace. Once connected, the supplier will need to go to My company > Invoices:
Then they will need to click on Select for the desired invoice.
Next, they will need to click on Attach to the right of Invoice to open a pop-up window for uploading the invoice:
In the provided pop-up window, click on Select to browse to the invoice and choose the file for the upload.
Click on Upload File once the invoice has been chosen.
Once the invoice has been uploaded, the screen will appear as shown below:
