How to Upload Invoices or Documents to a Completed Booking

Learn the step-by-step process to upload invoices or additional documents to a completed booking through the overview page and cases link.

16 Oct 2024 By Leo

In this guide, we'll learn how to upload invoices or additional documents to a completed booking. This process involves navigating through your overview page, accessing the cases link, and selecting the relevant case based on the port and dates. Once you reach the booking overview, you'll find the option to upload documents, allowing you to choose and categorize your files for upload.

Let's get started

We will learn how to upload invoices or additional documents to a completed booking. First, go to your overview page and click on the "Cases" link in the side menu.

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Once you do, scroll down to find your corresponding case related to the port and the dates you worked on. Select that specific case, and you will see a screen displaying your booked quotation.

Step #3: Find your corresponding case depending on the port & dates you were booked on. — Find your corresponding case depending on the port & dates you were booked on.

Next, click on "Booking Overview."

Then, you'll see a button labeled "Upload Documents" at the top right of your screen.

Step #6: Click on "Upload Documents" — Click on "Upload Documents"

Click on "Upload a Document." Then, select one of your files. Choose the document type, such as an invoice or a supporting document, and click "Start Uploading."

Step #7: Click on "Click to upload" — Click on "Click to upload"

Step #8: Select the type of document you're uploading to the booking. — Select the type of document you're uploading to the booking.

Your documents & invoices have been uploaded successfully! Now you can view all your uploaded documents by expanding the "Invoices & Supporting Documents" element!