How to Send an Invoice

To send an Invoice, please follow these instructions:

1. In the Portal, select Invoices
2. Select Create/View Invoices
3. In the top right-hand corner, select Create a New Invoice
4. Fill in the Buyer's information as follows:
   1. For non- Green Check Direct Buyers: Email is most important as that is how they'll receive the Invoice
   2. For Green Check Direct Buyers: Select Search and type in their name.  You'll know they are a Green Check Direct customer if the name pops up.  Select their name.
5. Add in Manifest Details and Amounts in the upper right-hand side:
   1. Example: type in Goods $1,000, Taxes $100.  You'll see the Grand Total on the left at $1,100.

Once all steps are completed, you can submit the invoice and the invoice will be sent to the buyer's email address.

Note:  recurring invoices to be released in a future update