Orders, shipping and invoicing

These features are available if your customer has the operations portal enabled.

The full operational circuit (order, shipment, invoice, reconciliation) is managed from your portal.

1. Confirm the purchase order

In Purchase Orders you see each PO with its items, prices, delivery date and payment terms (if the company set a payment method or installments, you see them there too). Review it and click Confirm. Each order has its built-in chat for queries.

2. Notify the shipment (ASN)

When you ship merchandise, create a notice in four steps:

1. Choose the corresponding PO.

2. Indicate the quantities to ship per item. You can ship partially; you can't exceed what's pending.

3. Load the shipment data: carrier, tracking number, estimated date and attachments such as delivery note or packing list (up to 10 MB).

4. Review and send.

You track the status: sent, received, accepted.

3. Invoice

1. In Invoices → New, choose the PO (or a standalone invoice) and upload the PDF.

2. The AI extracts everything: number, dates, tax IDs, items, withholdings and totals. Verify and correct whatever is needed. In Argentina the document is validated automatically against ARCA/AFIP.

3. Send. The status advances: sent, in review, approved and paid. If your customer rejects it, the system shows you the reason; you correct what's needed and resend it.

4. Reconcile with statements

Periodically upload your account statement in PDF. The AI extracts the period, the balances and the movements; you verify the data and send. Your customer approves it or flags the differences in dispute, which are discussed in the document's conversation.

Conversations

All the threads with your customer live in Conversations, grouped by document (that invoice, that shipment). When your customer rejects a document or has a query, you reply from that conversation and everything stays on record.