Uploading a tax invoice on Cloudfloat is simple and can be done in just a few steps. Following the correct process ensures your invoice is approved quickly and payments are processed without delays.
Step 1: Go to the ‘Pay’ Section
Start by logging into your Cloudfloat account and navigating to the ‘Pay’ section on your dashboard. This is where all your invoices and payment options are managed.
Step 2: Upload Your Invoice
Click the ‘Upload Invoice’ button and select the invoice file from your device. Cloudfloat accepts standard file formats such as PDF, DOCX, or image files.
Step 3: Enter Invoice Details
After uploading, you’ll be prompted to enter the required invoice information. It’s important that all details exactly match what is on your invoice, including:
Invoice number
Supplier name and ABN
Invoice date and amount
Incorrect or incomplete information can result in delays or rejection of your invoice.
Step 4: Choose a Payment Plan
Once the invoice details are entered, you’ll be able to select your preferred payment plan. Here, you can review:
Repayment options
Timing of payments
Any applicable fees
Make sure you carefully review this information before proceeding.
Step 5: Submit for Review
After confirming all the information is correct, submit your invoice. Cloudfloat will then review it to ensure compliance with payment requirements. Once approved, your invoice is ready for processing.
Tips for a Smooth Submission
Double-check all information before submitting.
Ensure your invoice is for eligible products or services according to Cloudfloat’s supplier criteria.
Keep a copy of your invoice and submission confirmation for your records.
By following these steps, you can ensure your invoice is processed quickly and accurately, helping you get paid on time and maintain a smooth workflow with Cloudfloat.