For each payment that was charged on your Cledara card, Application Owner, Admins, and Finance users can upload an invoice and add a comment on the platform for the team.
There are two ways to do so:
Add invoice and comment in My Tasks
In My Tasks, Application Owners can upload invoices for the transactions made under the app they manage, resolve the task if there is no invoice to upload, and add any relevant comments:
Admins and Finance users have an additional dropdown to view missing invoices in the workspace or in specific teams:
They can resolve the missing invoices on behalf of the Application Owners from their own My Tasks tab.
Add invoice and comment in The Payments tab
Head to your application, and click on the Payments tab.
Locate the transaction that you want to attach the invoice to, and click on the Upload button next to the transaction:
Once the invoice is uploaded, you will be able to see it by selecting View.
Additionally, you can add a comment to the payment by clicking open the transaction entry:
Invoices and comments can be added, edited, and removed in the Payments tab.