Requesting a payment from the Group

Requesting a Payment: 5-Step Guide

1. Log in to the Supplier Portal

• Open your invitation email or go to the portal URL.
• Enter your credentials and complete multi-factor authentication (if enabled).

• Confirm you’re in the correct company account.

2. Start a New Payment Request

• Navigation: Finance or Invoicing > New Payment Request (or Create Invoice).
• Select the customer/project/PO you’re billing against.

• Confirm your company profile and tax details are up to date.

3. Enter Payment Details

• Header: Invoice/Request number, invoice date, due date, currency.
• Lines: Description, quantity/units, unit price, and any reimbursable expenses.
• References: PO/SOW/Work Order numbers, project code, service/delivery period.
• Taxes: Select tax type/rate; verify calculated amounts.

• Attachments: Add supporting docs (PO, timesheets, delivery notes, acceptance certificate).

4. Review and Submit

• Validation checklist: Required fields complete, totals correct, tax applied, bank account selected.
• Approvals route: Confirm approver(s) or workflow if the portal shows them.
• Remittance: Ensure remittance email and payment reference are correct.

• Click Submit (or Submit for Approval). Save a copy/PDF if available.

5. Track Status and Confirm Payment

• Monitor statuses: Submitted > Under Review > Approved > Scheduled > Paid.
• Resolve exceptions quickly: Missing PO, mismatch, tax issues, or attachment requests.
• When paid: Review remittance advice, reconcile amount/date with your bank.
• If micro-deposit or bank verification is required, complete it to avoid delays.

Quick tips

• Always include the PO and invoice number to speed approvals and cash application.
• Match your invoice currency and bank currency to your contract to avoid FX holds.
• Keep contact info current so approvers can reach you if questions arise.