How do I submit an invoice as a vendor?

To submit an invoice as a CheckSammy vendor, you should follow these general steps. Here's a guideline you can follow:

1. Generate the Invoice: Prepare your invoice with all the necessary details including:

   • Vendor name and contact information
   • Invoice number
   • Date of the invoice
   • Description of goods or services provided
   • Amount due
   • Payment terms

2. Use the Correct Template: If CheckSammy has provided a specific invoice template or format, make sure to use it.

3. Verify Information: Double-check the invoice details for accuracy to avoid any delays.

4. Attach Supporting Documents: If required, attach any supporting documents like purchase orders, delivery receipts, or service agreements.

5. Submission Method:

   • Email: Send the invoice to the designated email address provided by CheckSammy. Usually, this could be an accounts payable or finance department email.
   • Vendor Portal: If CheckSammy has an online vendor portal, log in and upload your invoice through the portal.

6. Follow-Up: Keep a copy of your sent invoice and confirm receipt with your CheckSammy contact to ensure it has been received and is being processed.

Below is an example email template you might use to submit an invoice:

markdown

 

**Subject**: Invoice Submission - [Your Company Name] - Invoice #[Invoice Number]

**Dear [CheckSammy Contact or Accounts Payable Team],**

Please find attached our invoice #[Invoice Number] for the goods/services provided to CheckSammy. Below are the details for your reference:

- **Vendor Name**: [Your Company Name]
- **Invoice Number**: [Invoice Number]
- **Invoice Date**: [Date]
- **Total Amount Due**: [$ Amount]
- **Payment Terms**: [Payment Terms]

**Description of Services/Goods Provided**:
[Brief description of goods/services]

Please let me know if any further information or documentation is required. Thank you for your prompt processing of this invoice.

**Best regards,**

[Your Name]  
[Your Contact Information]  
[Your Company Name]

**Attachment**: Invoice_#[Invoice Number].pdf

Make sure to customize the template with your details and any specific instructions you have from CheckSammy.