Upload and Deliver Invoice

After delivering the final report and supporting documentation, you can upload your invoice directly through the PARCEL platform. Depending on the lender’s configuration, you may be prompted to complete a digital invoice form in addition to uploading the file.

Step-by-Step Instructions

1. Open the View Details Page
       From the PARCEL dashboard:    

   • Click the All Projects tab.

   • Locate the project and click View Details in the Actions column.

   
         

2. Scroll to the Invoice(s) Section
       On the View Details page:    

   • Scroll down until you reach the Invoice(s) section.

   • This section allows you to upload your invoice and complete digital invoice details if required.

   
         

3. Upload the Invoice File
       In the Invoice section:    

   • Click Browse or drag and drop your invoice file into the upload field.

   • Supported format: PDF (recommended).

4. Complete the Digital Invoice Form (If Prompted)
       If the lender uses digital invoicing, the Create Digital Invoice modal will open automatically.    

   • Fill in the following fields:        

     • Invoice Number

     • Invoice Date

     • Invoice Amount

     • Tax Amount (if applicable)

     • Freight Amount (optional)

   • Click Upload and Deliver to Client to complete submission.

   
         

5. Confirm Invoice Submission
       Once submitted:    

   • A confirmation message will appear at the top of the screen.

   • The uploaded invoice file will remain listed in the Invoice(s) section for reference.

   
         

Best Practices

• Use a consistent file naming convention (e.g., Invoice_123MainStreet.pdf).

• Ensure your invoice total matches the awarded bid amount unless prior adjustments were approved by the lender.

• Review digital form entries carefully—errors may delay processing or payment.