This guide explains how to upload one or more invoices through the Halo Client Portal.
Step 1: Navigate to Schedule Entry
- Log in to the Halo Client Portal.
- From the left-hand navigation menu, select Ledger.
- At the top of the page, click the Schedule Entry tab.
Step 2: Create a Schedule Header
Complete the following fields:
- Batch Type: Select Invoice.
- Currency: Select the appropriate currency.
- Batch Reference: Enter a reference for your upload batch. Example: ABC 01
You may use any batch reference that suits your internal process. For example, the first three letters of your company name followed by a sequential number.
Once all fields have been completed, click Create Schedule Header.
Step 3: Enter Invoice Details
A table will appear for entering invoice information.
- Debtor Name – Select the debtor from the drop-down list.
- Document Number – Enter the invoice number.
- Order Number – Optional. Enter the purchase order number if applicable.
- Due Date – Enter the invoice due date.
- Document Date – Enter the invoice date.
- Document Amount – Enter the total invoice amount.
Step 4: Upload Supporting Documents
- Click the Documents button for the invoice.
- Upload the invoice document.
- You may also upload any additional supporting documents if required.
Step 5: Add Additional Invoices
To upload multiple invoices within the same batch, continue entering each invoice as a new row and upload the corresponding documents.
Step 6: Submit the Schedule
Once all invoice details have been entered and the required documents have been uploaded, click Submit Schedule to submit the batch for processing.
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