When using your preferred vendors, you may enable or disable automatic invoice collection by going to your preferred vendor’s settings.
By disabling Invoice Collection, Latchel’s automation will skip asking your preferred vendors for an invoice. We assume they’ll send them to you directly. Alternatively, if you choose to enable Invoice Collection then Latchel will attempt to collect an invoice from your vendors by sending a daily automated SMS message for 5 days.
When Latchel collects an invoice, our system automatically forwards it to your accounting email on record as a PDF. If after the 5-day mark your vendor still hasn’t submitted their invoice, we simply ask them via SMS and/or email to send you their invoice directly.
1). On your Latchel Dashboard, select People from the top navigation menu and then click on the Vendor tab to arrive on the Vendor Management page.
2). Locate the Preferred Vendor and click on their hyperlinked name to be taken to their profile.
3). Under Work Order Settings, toggle Invoice Collection OFF. Once the toggle is grayed out (toggle will be positioned to the left), invoice collection is turned off for the preferred vendor.
Please feel free to toggle this back ON if you want Latchel to ask your preferred vendors for an invoice.