Certify Dropdown Invoice For Free

Step 1: On your account homepage, under My Certify Wallet, select More Items.Step 2: In your My Certify Wallet, locate Merge Items in the upper right-hand corner.Step 3: To turn Merge Items ON, place your cursor to the right of the Merge Items gray circle and click.More items...?Nov 9, 2021

Certification of an invoice is set on the Purchase Order and allows the certifier to acknowledge that services/goods have been performed/received.Selecting certify allows the invoice to move through the workflow and payment to be released to the vendor.

What are the goals of email receipts and invoices? #Let the recipient know the payment was received or needs to be made.Give the recipient what they need to process and file the expense.Make related actions convenient.Insert relevant information about promotions or related purchases on receipts.19 May 2020

Certify Payments enables your organization to reimburse employees using direct deposit, both domestically and internationally. To initiate reimbursements, your Certify Administrator must first designate you as a Treasurer within Certify.

Certify works directly with the credit companies and the issuing banks to automatically receive your corporate credit card data in Certify. We receive nightly data feeds from all of the major credit card companies, including American Express, Visa, MasterCard, Discover, and Diner's Club.

Step 1: On your Certify account homepage, under Add Receipts, click Upload. Step 2: On the Add Receipts and Expenses page, select Choose Files. Step 3: Select the receipt images from your computer. Click Open once you have selected all the receipt images you want to upload.

Submitting an Expense ReportStep 1: Start with your expense report open, or, select Drafts on your account home page.Step 2: Select the Name of the expense report you want to open.Step 3: After your final review and edits, click Submit for Approval in the upper right-hand corner.More items...?7 Jan 2022