Invoicing

Marfeel offers the following two invoicing models:

  • Pro-forma invoices
  • Invoices issued by the recipient.

Pro-forma invoices

In the Pro-forma invoicing model, Marfeel creates invoices on behalf of the customer that details the payment made according to the payment plan and terms agreed in the contract.

These invoices can be accessed and downloaded in Insight.

Download an invoice

To download an invoice in Insight:

  1. Click the Admin menu and select Billing Details
  2. On the Billing Details page, select the tenant that you want to download an invoice for.
  3. Click the Actions button on the Edit Order Details page and select View Invoices.
  4. Your invoices are displayed in chronological order. Click Download for the invoice you want to download and view.
     

Only Billing users can download invoices.

Invoices issued by the recipient

In this invoicing model, the customer creates invoices for Marfeel that denote the payment made to us according to the payment plan and terms of the contract.

To send these invoices to Marfeel, they must be uploaded in Insight. 

Upload an invoice

To upload an invoice in Insight:

  1. Click the Admin menu and select Billing Details
  2. On the Billing Details page, select the tenant that you want to upload an invoice for. 
  3. Click the Actions button on the Edit Order Details page and select Upload invoices
  4. On the Invoicing view page, click Choose File and browse for and select the invoice you want to upload.
  5. In the Invoice period field, click the calendar icon and select the period for the invoice. 
  6. Click Submit

Only Billing users can upload invoices in Insight.