Invoices

Invoices, 1099 Reporting and Invoice Inbox.

Invoice Management

Electronic Invoices - Overview
Invoices can reach a community through three primary methods: supplier integration (B2B), direct entry by the supplier using the Invoice Order functionality, or traditiona...
Invoice/Shipping Matching Configuration
Community Administrators can configure the default rules for invoice matching, which are used for all suppliers unless supplier-specific rules are configured to override t...
Invoice AI Extraction
Unimarket has significantly upgraded its Create Invoice screen by integrating Google's Document AI, representing a major advancement in Accounts Payable (AP) management. T...
1099 Reporting
To manage 1099 Reporting within Unimarket, Community Administrators must follow a specific configuration process covering global settings, individual supplier profiles, and...
Invoice Module Administration
If the Invoicing module is enabled for your community, Community Administrators can update its configurations by navigating to the Administration module > select Modules >...
View Spend
The View Spend feature is available to communities with the Invoice Module enabled, providing a detailed list of orders that shows the value of goods received and invoiced ...

Create an Invoice
The Create Invoice screen streamlines the process for, submitting invoices against existing Purchase Orders (POs) or creating invoices that generate a retrospective (retro...
Create Retrofit Invoices
The Retrofit Invoices feature allows users with the Create Invoices role, to create and submit an invoice. Even if a matching Purchase Order (PO) does not yet exist, in th...
Create a Credit (Memo) Invoice
When a community needs to issue a credit against a previously processed invoice, they can create a Credit Invoice. This action requires the user to have the Create Invoice...
Cancel and Resubmit Invoices
An invoice may need to be cancelled if it was entered incorrectly or if it failed the matching process. Users with the Create Invoices, Community Administrator, or Create ...
Viewing Invoices
Users with the Create Invoices role (even with the Community Administrator role) can view invoices for community Purchase Orders (POs). The community can also configure se...
Export Invoices
Use the Export Invoices feature to download invoice data from the system. This is useful when you need to perform analysis, reconcile transactions, share invoice informatio...

Import Invoices
Unimarket provides the ability to import standard order invoices via CSV file. That simplifies the process of entering multiple invoice lines. This method is supported fo...
Import Blanket Order Invoices
Invoices for blanket orders can be uploaded in a CSV file format, within Unimarket or via sFTP File Automation (streamlines the entry of invoice lines). Once the invoice(s...

Payment Upload
If your community has the Payments feature enabled, users can view and upload payment information, enhancing transparency into invoice payment statuses for both community ...
Payment Upload Errors
Payment uploads are used to update Unimarket invoices with payment details from your ERP. When these uploads fail, the invoices remain "Awaiting Payment." This guide provid...
Payment Status - Partially Payment
If your community has the Payments feature enabled and an invoice's Payment Status shows as Partially Paid when you believe it should be Fully Paid. The following steps wil...

Invoice Inbox - Overview
The Invoice Inbox is a central Unimarket feature, that allows suppliers and communities to submit invoices electronically via a dedicated email address. This capability pr...
Invoice Inbox - Buyers Can Invoice Orders
The Invoice Inbox allows suppliers and the community to submit invoices electronically via email. If enabled, communities can configure the inbox. To allow Buyers to proce...
Invoice Inbox - Export
Users with the Create Invoices role can create an Invoice Inbox Export report. That includes data on the invoice stubs currently in the Inbox. Essential Details Backg...
Invoice Inbox - Multiple Inboxes
Communities can configure multiple Invoice Inboxes and designate one as the default, a capability available to users with the Community Administrator role. Create a New Inv...

Virtual Mailroom
Unimarket has partnered with ineedafile.com (INAF) to provide Virtual Mailroom Services, automating the entire invoice receipt process. The INAF team manages the handling o...