Add an invoice by ticket ID

Add an invoice Neoflo missed because it read the invoice as a supporting document.

Use this only when Neoflo has read a ticket but one of its invoices has no row on the dashboard. This happens when Neoflo reads the invoice as a supporting document. For everything else, use Neoflo Status.

Add the missing invoice

1. On the Invoice Dashboard, select Add Invoice.
2. In Ticket ID, enter the Freshdesk ticket number, then select the search arrow beside it.

   The ticket’s documents appear.

3. Select the invoices to add.
4. Select Attach.

Add Invoice finds a Freshdesk ticket and attaches its documents.

1Ticket ID

2Search arrow

3Attach

What happens next

Each invoice you attached appears as a row on the dashboard, linked to the ticket, exactly as if it had come through Neoflo Status.

The arrow on the right of Add Invoice opens other ways to add an invoice. Use them only if the Neoflo team asks you to.

Check your understanding

These questions cover all of Module 2.

1. Which Freshdesk field do you change to send a ticket to Neoflo?

Neoflo Status, set to Ready for Neoflo. Not the standard Status.

2. A ticket holds three invoices. How many rows appear on the dashboard?

Three. One per invoice, all with the same ticket number.

3. Do you need to close the Freshdesk ticket after posting?

No. Neoflo closes it and emails the requester once every invoice on it is posted or rejected.