The invoice that you receive from TriFact365 is sent by e-mail to the specified billing address. This therefore does not automatically appear in the portal (or backlog).
Go through the following step-by-step plan to set this up.
Step 1
Automatically forward e-mails with invoices via their own billing address. You may have already set this for incoming invoices from suppliers. Read more about how to set this up.
Step 2
Change the billing address to the TriFact365 mailbox of the accounting record. This can only be done by the account Owner. The Owner can see the Account details via a drop-down next to the Customer name in the blue bar. Here you can adjust the billing address.
Now the invoices from TriFact365 arrive at your e-mail address, after which it is automatically forwarded to the portal.