Now that you’re all set up with an Accruvia account, what next? It’s time to receive subcontractor invoices so you can manage and pay your bills within the portal. Inviting your subs to use the free invoicing feature is simple, and we’ve outlined the steps with screenshots below.
1. Navigate to the “suppliers” tab on the Accruvia dashboard.
2. Select the sub you want to invite and click the vertical ellipsis icon to expand the drop down menu. Then click “send invite.”
3. Make sure your sub has a valid email address on file before clicking “send.”
4. Confirm that you would like to send the invite link by clicking “yes.”
5. The status of the sub’s account will change to a claimed account once the sub has accepted your invitation.
Need help getting your subs setup on Accruvia?
Do your subcontractors need help getting stared with Accruvia? Let us help! Email [email protected].