Proforma Invoice (COD)

As a Cash-on-Delivery (COD) supplier, raise an advance (proforma) invoice from the supplier portal before delivery, with no goods receipt required.

Who can use this?

Available to a Supplier on a Cash-on-Delivery (COD) purchase order, that is, one with Payment Terms of 0 days. On these orders you can raise an advance (proforma) invoice from the supplier portal before delivery, with no goods receipt required.

Log in to the Supplier Portal

Open the Supplier Portal link for the buyer's organisation (it is included in your purchase-order email).
Enter your registered email address and click Continue.
Enter the 6-digit one-time passcode (OTP) sent to that email to sign in.

The portal is scoped to a single buyer organisation and only shows your own company's documents.

Supplier portal sign-in with email and one-time passcode fields — Step 1: Sign in with your email and a one-time passcode

Open your COD purchase order

Find the order you want to bill:

Go to Purchase Orders.
Open the purchase order.

On a Cash-on-Delivery order, the Order Summary shows Payment Terms: 0 days, and an Upload Invoice button appears in the header.

Click Upload Invoice to start your invoice.

COD only: The Upload Invoice option appears only on 0-day (Cash-on-Delivery) orders. Orders with credit terms are invoiced from a goods receipt instead, so this button will not appear for them.

COD purchase order header showing Payment Terms 0 days and an Upload Invoice button — Step 2: On a 0-day (COD) order, an “Upload Invoice” button appears

Select the items to invoice

The wizard opens on Step 1: Items. It shows three amounts: the PO Total, the amount Already Invoiced, and the Remaining to Invoice. The unit price is fixed to the PO price, and each line Amount is calculated for you.

Choose what to bill:

Tick each line item you want to bill.
Set the Invoice Qty for each line. It defaults to the remaining quantity and cannot exceed it.
Click Next.

Invoice wizard Items step with line items and invoice quantity fields — Step 3: Tick the lines to bill and set the invoice quantity

Enter invoice details and attach your document

On Step 2: Details, complete the invoice:

Enter your Invoice Number.
Enter the Invoice Date.
Review the read-only items recap and the calculated Invoice Amount.
Add an optional remark.
Upload your invoice file (PDF, JPG or PNG) in the Invoice Document dropzone.
When everything is filled in, click Upload Invoice.

Tip: The invoice amount is always quantity × PO unit price, so it stays matched to the purchase order. You can go Back to adjust the selected items before submitting.

Invoice wizard Details step with invoice number, date, amount, and document upload — Step 4: Invoice number, date, amount, and the invoice document

Your advance invoice is raised

The invoice is created and now appears in the Invoices list on the purchase order, tagged Advance payment with a status of Pending finance checks.

The buyer's finance team reviews it for payment.

From here you can:

Click View details to see the invoice.
Raise another invoice for any remaining quantity the same way.

Invoice on the PO tagged Advance payment with status Pending finance checks — Step 5: The invoice appears on the PO, tagged “Advance payment”