The following are a few Frequently Asked Questions (FAQs) about Tradex Portal and issues faced by its users.
If your online invoice is rejected, a red box will appear with an error message. Please read the message thoroughly, as it will explain exactly why your invoice is failing. If you still believe that your invoice should not be failing, save the invoice and then contact your customer. When you save the invoice, the customer support team can view the invoices to determine problems. Saving the invoice also allows you to quickly resubmit the invoice once the problems are resolved.
Currently, Tradex Portal does not hold any payment information. Please contact your customer for any payment information.
Once you log in to Tradex Portal, click Invoices from the main menu on the left, and then click View Invoices Sent. In the View invoices sent - list page, you can search for invoices using the filters. Invoices with a status of Not D/L (Not Downloaded) have been successfully added on to Tradex Portal, but they have not yet been sent to your customer. Invoices with a status of Downloaded have been successfully sent to your customer.
For more information, see Viewing Invoices Sent.
To view the sent invoices or credits sent, click Invoices from the left menu, and then select View Invoices Sent. In the View invoices sent - list page, you can use the filters to search for invoices and credits that you have sent. For example, you can search for an invoice or credit note by using the document (invoice) number as the search text.
For more information, see Viewing Invoices Sent.
If you would like to send invoices to a company that is not on your trading partner list, contact them directly for approval. If they are already using Tradex Portal, they can send you an invitation directly. If they are not using Tradex, you can request them to use the following web page for Tradex integration: http://www.causeway.com/discover-complete-tradex-integration.
You can also ask them to send an e-mail to the Causeway Marketing team at [email protected] to discuss the options for setting up Tradex Portal for your trading partner.
After you log in to Tradex Portal, you will see a blue banner with a message at the top of the welcome page. This banner displays any pending invitations that have not yet been accepted.
Alternatively, you can access invitations by clicking the bell icon at the top right hand corner of the welcome page.
You can change the details within your user profile by expanding the My Details menu on the left pane and then clicking My Details. In the My details - Edit page displayed, you can amend or add details such as your name, contact number and password.
To change your company address or contact details, expand the My Details menu on the left pane and click the My Details option. The address details are on the second My details - Edit page. To change your company name and/or VAT number, first contact all your Tradex Portal trading partners to ensure that they have the new details set up in their accounts system, and then contact Causeway at [email protected]. In some circumstances, a new company may need to be created on Tradex Portal.
Yes. If you would like to add an additional user to your Tradex Portal account, send an e-mail to [email protected] for more information.
If you have purchased the Attachments module, an Attachment Details section will be displayed when you enter the invoice details. Click the Add Attachment link to add one or more attachment files.
If you do not have the Attachments module and would like to purchase it or request further information, contact Causeway at [email protected].
To raise a credit, click Invoices from the left pane and then click Create Online Credit. In the Create online credit – Create page, you can raise a credit in the same way as you do an invoice. Alternatively you may have the Create Online Credit option saved as a shortcut in the centre of the home page when you log in.
For more information, see Creating Online Credit.