Skip to main content
SupplyOn AG SupplyOn Support Center

SupplyOn Support Center Menu

  • SupplyOn Support Center
  • SupplyOn Help Pages
  • English
    English Deutsch Français Español Italiano Português 日本語 繁體中文
Login
  1. Home
  2. SupplyOn Support Center

Transmitting CSV invoices

SupplyOn Portal - Invoice Upload via CSV or Excel

Transmitting CSV invoices

In the previous steps, you have created invoice file(s). Here are all information for uploading CSV files.

Which steps are necessary:

  • All you need is a SupplyOn user with the user role "SellerP2P-Create" for SCM or "IndSellerP2P-Create" for AirSupply. The SupplyOn user administrator in your company can help you create a user and assign this role.
  • Open the SupplyOn user interface
  • Click on eInvoicing (new).
  • You are now in the invoice list.

Note: Do not open the CSV file in Excel to avoid losing the formatting.

  • Test uploading CSV files with just a few invoices and check the invoice data in the user interface
  • Transfer successfully checked invoice data to your customers

Upload and send in two steps

The first time we advise you to upload an invoice without direct sending.

Upload_invoice_01

Select Upload CSV files

Upload_invoice_02

Click on 'Save as draft'

Upload_invoice_03

The upload was not or partially successful (see chapter Error handling)

The upload was successful. There is no further system message, the newly uploaded invoice can be found under the 'Draft' tab.

Upload_invoice_04

Before sending, you have the possibility to review the invoice in the user interface or check a draft copy of it by downloading before you send it. You can make corrections and check it again if necessary.

Upload_invoice_05

Click on the tab 'Sent' and select the csv Download

Upload_invoice_06

Click on 'Send'

Upload_invoice_07

Send the document by clicking 'Send'

Upload_invoice_08
Was this article helpful?
Why wasn't this article helpful?

To contact the Support-Team please click here

  • Getting started
    • Benefits of Uploading invoices
    • Technical and content requirements for CSV
    • Technical and content requirements for Excel
  • Invoice Creation with CSV
    • Editing CSV files with MS Excel
    • Step 2 - Create CSV export
    • Step 1 - Example invoice
    • Step 3 - Routing data
    • Step 4 - Generate the CSV file
    • Transmitting CSV invoices
  • Invoice Creation with Excel
  • Error handling for CSV
    • Content errors
    • Error in file formatting - Format setting
    • Error in the file structure
    • Errors detected by the customer
    • Invoice number has already been used
    • Order is not valid
    • Shipping notification was not created
    • Routing triple is faulty
  • Error handling for Excel
  • Archive rules

Footer EN

  • Contact
  • Imprint
  • Legal notes
  • Privacy policy
  • Security/Certificates

© SupplyOn AG