Invoices & Payments
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      Viewing, Tracking, and Inquiring About Invoices in PaymentWorks

      How to View Your Invoices

      Invoices submitted to your customer and uploaded to PaymentWorks can be accessed under the Invoices Tab. Follow these steps to locate and review your invoices:

      1. Log In: Access your PaymentWorks account.
      2. Navigate to Invoices: Click on the Invoices Tab in the navigation bar.
      3. Search: Use the filters on the left-hand side to refine your search. Filter by date, status, or other criteria to quickly find the invoice you’re looking for.
      4. View Details: Click on an invoice row to expand and review detailed information about the transaction.

      Common Issues with Viewing Invoices

      • Missing Invoices:

        • If an invoice is missing, it may not have been uploaded by your customer yet.
        • Your customer may have associated the invoice with a different vendor number. To resolve this, establish a second connection with your customer using the correct vendor number.

      • Incorrect Details: If you notice incorrect information, contact your customer directly for clarification.

      How to Inquire About an Invoice

      If you have a question or need further details about a specific invoice, you can submit a Payment Inquiry directly through PaymentWorks. Here’s how:

      1. Locate the Invoice:

        • Navigate to the Invoices Tab and use the filters to find the invoice in question.
        • Click on the invoice to expand its details.

      2. Send an Inquiry:

        • Click the green Send Payment Inquiry button located in the invoice details view.
        • A messaging field will appear. Draft your message, attach any relevant files (if necessary), and click Send.

      3. Message Delivery: Your inquiry will be sent directly to your customer’s Accounts Payable (AP) department for review and response.

      Additional Notes

      • Invoice Upload Responsibility: Customers (payers) are responsible for uploading invoices to PaymentWorks. Vendors cannot upload invoices themselves.
      • Vendor Number Requirement: Ensure you use the correct vendor number associated with your PaymentWorks connection to avoid mismatches.
      • Follow-Up: If you don’t see a response to your inquiry in a timely manner, follow up with your customer directly.
      • No Change to Submitting Invoices: Vendors cannot upload invoices to PaymentWorks. Only Payers (your customer) can upload invoice records to provide a payment schedule.

      Need more help?
      For a step-by-step walkthrough of these processes, check out our video tutorial on invoices: Viewing Invoices in PaymentWorks.