Steps on Submitting Your Invoice
To submit an invoice as a vendor, you'll need to first get a payment link from your client. The payment link will enable to you to provide your contact and bank information, and submit your invoice to your client.
Once you will receive the link from the client, you will go through a simple step-by-step process to submit your invoice:
Type Selection: Identify yourself as a Company, Independent Contractor, or Employee.
Information Collection: Based on your type, provide the relevant contact details and upload required tax documents such as W-9s if applicable.
Document Signing: Review and sign any required documents (NDAs, startwork)
Bank Details: Provide your bank information for future payments.
Payment Request: Submit a request for payment and upload your invoices and other relevant documents.
Dashboard: Once the payment request has been submitted, you will see a link to go to the dashboard. The vendor dashboard is the place where you can track each of your payment requests.
Frequently Asked Questions
Q: Do I have to register for an account on Saturation to submit my invoice?
A: You are required to sign into Saturation with your email address and go through the vendor onboarding flow described above in order to submit your invoices for payment.
Q: Why is Saturation asking me to create a workspace to submit my invoice?
A: If you're signed into Saturation and see the "Create workspace" screen, you are not using the correct payment link to submit your invoice. Ask your client for the payment link for the project you're working on.
Q: It's not letting me submit. Why?
A: Make sure all required information is filled by viewing the "Your Info" page on the left nav. If any information is required but not filled out (e.g. W9 form), you will be blocked from submitting your request.
Q: Is my information secure?
A: Yes, all information is securely stored and only accessible to authorized users.
Q: Can I upload invoices during onboarding?
A: Yes, you can upload invoices on the "Payment Request" section of the onboarding flow.
Q: How do I submit multiple invoices?
A: You can use the same payment link to submit multiple invoices for the same project. If you're working on multiple projects at the same time, your client should provide you separate payments links for each project.
Q: What file formats are accepted for document uploads?
A: PDF, JPG, and PNG files are accepted for document uploads.
Q: How will I know when my invoice is paid?
A: You will receive email updates when your payment request has been approved and when the payment has been issued. You can also see the status of each of your payment requests on the "My Payments" page after you sign into Saturation.
Q: I accidentally sent a duplicate payment request. What should I do?
A: Please reach out to your client to let them know of any duplicate or incorrect invoices submitted.
Q: I made a mistake. How do I cancel my payment request?
A: Please reach out to your client to let them know you need to cancel your payment request.
See it in Action
Check out our YouTube tutorial on how vendor onboarding and payment links work in Saturation.