Invoices
Overview
Users with an Admin role in the portal can display open and completed invoices of their organization and download them.
Access
In the MYORG menu, navigate to the Invoices tab.
Here, you can see the
- Invoice ID
- Seller name
- Invoice Type
- Invoice status
- Creation date of the invoice
- Due date of the invoice
- Reference number
- Net value of the invoice
Searching for invoices
You can search for a certain invoice by entering either the Invoice ID or the Seller name into the search field.
Adjusting the number of invoices per page
Click View to adjust the number of entries that should be displayed on one page of the list.
- 10 entries per page
- 25 entries per page
- 50 entries per page
Sorting the invoice list
Click Sort By to sort the list of invoices by
- Creation Date (Newest)
- Creation Date (Oldest)
Filtering the invoice list
Click Filters to filter the Invoice list by
- Status
- Creation Year
- Invoice Type
Displaying / downloading invoices
Note: If you experience issues accessing or downloading invoices in the CGM PORTAL while using Safari (Apple), this may be caused by active pop-up blockers or a disabled PDF reader. To resolve the issue, ensure your PDF reader is enabled and disable any pop-up blockers. Alternatively, using a different browser may help.
Users with an Admin role in the portal can display and download invoices of their organization.
To display and/or download an invoice, proceed as follows:
1. In the MYORG menu, navigate to the Invoices tab.
2. Search for the invoice you want to display or download.
3. Click the respective Invoice ID in the list of invoices.
Alternatively, click the ellipsis icon (three dots) on the right side and select either
- View the invoice on a new tab.
- Download the invoice in .PDF format.
Invoice status
To view the payment status of an invoice, proceed as follows:
1. Log on to the CGM PORTAL.
2. In the MYORG menu, navigate to the Invoices tab.
3. Select an invoice from the list.
The payment status will be visible along with other invoice details.
The payment status Paid is displayed in the following cases:
- invoices with an amount of 0 and payment term 1820 (Novalnet Pre-Payment)
- in case partial payments have been effected
- once the invoice has been cleared in financial system.
The time between your payment and status Paid can take several days.
Invoice Dispute / Contact
If there is an issue with one of your invoices, you can now create an Admin Case directly from within the invoice. For this, the Contact Us button is available.
Upon clicking the button, the Case Creation form will be displayed where the invoice category and your invoice number will be pre-populated.
