This guide explains how to upload invoices from external sources into SmartPay and what you need to know about payment processing.
How to upload an invoice
- Navigate to SmartPay: Go to the SmartPay page, then select Accounts Receivable
- Access Ready to Invoice: From the Accounts Receivable dashboard, click Ready to Invoice
- Select a customer: You'll see a table of customers with items ready to invoice. Click on a customer to view their full records
- Choose your invoice method: You can either create a new invoice via SmartPay or upload an external invoice
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Upload your document:
- Click Ready to Invoice under the Status heading to open the job details
- At the bottom of the screen, click Upload Doc
- Or drag and drop your invoice document into the upload area
File requirements:
- Accepted file types: [.DOC, .DOCX, .JPG, .JPEG, .PNG or a .PDF file]
- Maximum file size: 12MB
Important information about uploaded invoices
Payment processing
Invoices uploaded to the Exchange are now eligible for payment through SmartPay.
When you upload an invoice, please be aware:
Payments will be sent to your Trustd bank details – SmartPay uses the latest bank account information saved in your Trustd profile
Bank details on your invoice file are not used – Even if your invoice includes different banking information, payments will only go to the account registered in Trustd
Before you upload
Check your bank details in Trustd to ensure payment goes to the correct account.
To update or confirm your banking information:
- Log in to Trustd
- Navigate to the Profile section using the side navigation bar
- Scroll down to Finance Information
- Review and update as needed
For buyers
Please note: Amounts shown on uploaded invoices may differ from the amounts entered into SmartPay. Always verify the invoice total matches your records before approving payment.
Need help?
If you have questions about uploading invoices or updating your bank details, please contact our support team. You can also learn more about using SmartPay in our help centre.