Stampli makes it easy for you to engage with your vendors with the Stampli Vendor Portal. Rather than spending time answering emails or phone calls with vendors, give your vendors access to the portal where they can:
View status of their invoices
Search for specific invoices
Send invoice questions via the Stampli application
Update their profile
Invite colleagues to the portal
For details on how vendors are invited to get access to the portal, view this article.
View Invoice Status
Click Dashboard on the navigation bar to view invoices according to these statuses:
Processing: Invoices that have been received and coded.
Processed: Invoices that have been marked as paid in Stampli.
Cancelled: Invoices that have been cancelled by your customer.
View Invoice Details
Send an Invoice Inquiry
When sending an invoice inquiry, invoice image and details are available in the same window for easy reference. You can view and respond to inquiries directly within Stampli.
Update Contact Info or Address
Use the Profile section to update contact and/or address (if enabled by the customer).
Invite a Colleague
Let other team members view invoices by inviting them to join the Vendor Portal.