Partners Funding Blog

Tips on ensuring that your invoices are purchased each day.

Written by Britta Helgeson | Sep 30, 2024 5:04:37 PM

 

There are two ways to make sure we are able to purchase all of your invoices on the day you send them in to be purchased.

1. It is essential to check and keep up with email requests from your account executive.

Email is the quickest form of communication, and your account executive will use email to give you the first 'heads-up' when something is needed or missing from your invoice. This could include missing documentation, incorrect information, or any other discrepancies that need to be addressed before the invoice can be processed. Please respond to your account executive with missing paperwork or to help answer any questions they may have of you. Timely responses ensure that any issues are resolved quickly, preventing delays in the purchasing process. We are responsible for checking our email here at the office, and you are responsible for keeping up with your email to help business flow smoothly. By maintaining open and prompt communication, we can work together to ensure that your invoices are processed without any hitches.

2. Another great way to know the status of the invoices you've sent in, is to utilize our website

Once you've logged in, check the Purchasing Status spot on the left side of the screen. This section provides real-time updates on the status of your invoices, giving you a clear picture of where each invoice stands in the purchasing process. On the left, under Processing Status, it will tell you if it's being held, or where it is in the buying process. If you click view under the details, it will show you any notes we have made. These notes can include reasons for any holds, additional information required, or confirmation that the invoice is being processed. Utilizing this feature allows you to stay informed and take any necessary actions promptly, ensuring that your invoices move through the system efficiently.