Updates Coming Soon!
Source Day is getting a new look with a new and improved interface. Keep reading for sneak peeks on the new action menus.
What Are We Trying to Accomplish?
With SourceDay Invoice Automation, users can enable a unique email address for vendors (suppliers) to email their invoices to SourceDay directly. Once the supplier has been set up with a template the account user can enable this email address and send instructions directly from SourceDay. Once sent, the suppliers will have access to the unique email address that they can use to send invoices directly to SourceDay. The instructions will be sent to the contact for that supplier as listed in your ERP. Make sure you enter an accurate billing contact first click here for instructions. Once the supplier starts to send these invoices directly to SourceDay, you will no longer need to upload these to be processed into the Invoice Automation application. Additionally, if you plan on forwarding emailed invoices you will need to enable this unique email address.
Note: Only suppliers that have an active invoice template available will have a system generated unique email address for invoice delivery. To learn more about requesting a template click here.
How Do I Do It?
1) Click on the tab "Suppliers" at the top of the page
2) Click the blue lightning bolt dropdown next to the supplier’s name
3) Select Send Email Instructions or Resend if needed.
Supplier Email Example