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Chapter2 short sections

Receive an invoice

Read any PDF a sub sends

Part 1

Start with the invoice you received

Upload the PDF and review the fields Tiercord extracts: parties, invoice number, dates, line items, taxes and amounts. The confidence indicators help you see which values need a closer look.

Compare the extracted details with the original PDF. Match the invoice to the correct payable contract and project, and complete any missing required fields before confirming it.

Part 2

Confirm the record and its receipt evidence

The review screen checks required fields and financial consistency. Resolve blockers before you confirm the invoice, and check its line items, tax and holdback against the source document.

Saving an invoice and proving receipt are separate steps. Record the actual receipt date and any jurisdiction-specific evidence on the invoice. Manitoba requires reviewed applicability and the owner-invoice date; federal work can require the Crown's receipt date. Missing facts can leave a deadline unconfirmed.

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Receive an invoice · Tiercord chapters · Tiercord