Business management · Supplier Portal: Payments and Invoices
Two new screens in the supplier portal. In Payments, completed ones come from settlements and scheduled ones show the scheduled date and bank status, with the receipt resolved instantly. In Invoices, the supplier uploads the NF-e or NFS-e XML, the system reads it on its own and rejects invoices from another CNPJ or duplicate keys. The company reviews in Purchasing, and nothing enters finance without someone deciding.
The problem and the fix
If any of these situations sounds familiar, it is because they happen in almost every graduation company, until the right system comes in.
The supplier calls every week to ask whether the payment went out and when the next one is due.
Payments screen in the portal with completed payments read from settlements and scheduled ones with date and bank status.
The receipt sits in someone's email in finance, and the supplier asks for it again.
Receipt resolved instantly, wherever it is: bank transaction, attachment or the settlement's own receipt.
The invoice arrives by email, WhatsApp or photo, and someone types in the data.
The supplier uploads the NF-e or NFS-e XML through the portal and the system reads it on its own.
An invoice from another CNPJ arrived, or the same invoice twice.
An invoice from another CNPJ is rejected on the spot, and so is a duplicate key.
The invoice arrives loose and nobody knows which payment it belongs to.
"Attach invoice" button on a scheduled payable, right on the Payments screen.
An invoice sent by the supplier cannot enter accounts payable without someone looking at it.
The company reviews it in Purchasing, under Portal, on the Invoices tab, and the review does not post to finance on its own.
In practice
Everyday situations at graduation companies, from the problem to the result, using the modules on this page.
The decoration supplier wanted the receipt for the ball payment to close their own books.
They logged into the portal, opened Payments, found the completed payment and downloaded the receipt, resolved from the bank transaction.
No email to finance, and the right receipt on the first click.
The caterer had a payable scheduled ten days out and needed to send the NF-e.
On the Payments screen, they used "Attach invoice" on the scheduled payable and uploaded the XML. The system read it and checked the CNPJ and the key.
The invoice appeared in Purchasing, under Portal, on the Invoices tab, for the company to review before payment.
A supplier contact tried to upload the head office's XML, but the portal record was the branch's.
The portal rejected the invoice from another CNPJ and explained why on screen.
The contact uploaded the right XML, and the company did not receive a document that was not theirs.
How it works
Every step is a real module, and what comes out of one goes into the next without anyone typing it again.
Module by module
4 modules and 17 features on this page, all running on the same class, graduate and event records.
What has already been paid, read from settlements, and what is scheduled, with bank status.
The right receipt appears instantly, wherever it is.
The supplier uploads the XML and the system reads it, checks the CNPJ and rejects duplicates.
The company reviews the received invoice in Purchasing, and nothing enters finance without someone deciding.
Compare the modules and choose the setup that fits your operation.