Simplify your invoicing process and take command of your financial operations with these simple steps.
- Log into the Duplo dashboard
- Click on “Recipient” on the dashboard menu
- On the Vendors tab, click on the vendor that sent in invoices for approval as shown below:
Note: You’ll get an email notifying you when any of your vendors send in documents for your approval.
- Switch to the document tab as shown below:
- Click on the recent one that is pending to view the document to approve or decline.
- Once you approve it, a Convert to Bill button will show up. Click on it as shown below:
- The page that appears will have some information pre-filled and the document already attached, as shown below.
- Review, correct any incorrect information, click on preview, and then create the bill.
Great Job! You’ve successfully converted an invoice to a bill.