You have used your card, bought your resource and are all ready to start enjoying your purchase. However, there is still one tiny step you can take to make sure everything is orderly and all things are kept in one place. What is this step? Upload your invoice to your request.
What is an invoice and where do I find it?
Invoices are provided by the website where you purchased your resource. These are simply proof of payments, which will usually include the name of your resource, the price, the purchase’s date and the provider’s name.
If the provider does not email you with your invoice, you can usually find them on their website as the “order detail”.
Checking requests needed for invoices
If your company has enabled the feature “Mandatory Invoice Upload”, it means that you are required to upload the invoice of your purchase on your Sunlight request, otherwise your wallet will be locked until they are uploaded, and you’ll see this message if you try to create a new request:
But fear not! If this is the case, the only thing you’d have to do is go to your requests on the left-side menu, and click on the tab “Needs invoice”. Then, you’ll see your previous requests that need invoices. Your wallet will be immediately unlocked after you upload the invoice.
How to upload your invoice
Once you know which request needs the invoice, the rest is as simple as going to your request on Sunlight and clicking on the "Upload Invoice" button which you can see below where the card used to be, please make sure to upload it as a pdf file or as a jpeg/jpg file.
Viewing all users’ invoices as an Admin
As an admin, if you go to the billing section of your company's profile, you can monitor this as well. Once in Billing, you want to click on "Requests", where you’ll find a table with all the requests from your group. There, you’ll be able to see which ones have invoices and download them directly.
If you want to learn more about our Billing section, please read our article “Billing Overview.” If you’re an admin and want to see how to enable the option “Mandatory Invoice Upload” please go to our article “Your Spending Controls.”