Finance tab: information about all invoices which are sent to Xometry. Here you can check the status of the invoice (for example, whether it is already paid), upload invoice or credit note
1. Finance: access to the finance tab is always available from the main menu.
2. Current invoices: information about all sent invoices and its statuses.
- Checking: the invoice is checked by our manager
- Need fixes: you need to correct the invoice, please check the field "comment"
- Accepted: the invoice is in order and will be paid.
4. Processed invoices: information about already checked and paid invoices as well as cancelled invoiced.
5. Add new invoice: you can add an invoice (just like in My Orders) for any active order.
Here is a short video how to upload the invoice (the procedure is the same for uploading from "My orders" and "Finance" tabs. The more detailed information on invoices can be found at Payment and Invoicing rules.
6. Add new credit note
You can also upload a Credit note. The detailed process is described here
7. Credit notes: information about already checked, processed as well as cancelled invoices.