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Does the TriFact365 invoice automatically appear in the portal?

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 the User-icon at the top right corner 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.