Working with vendor-submitted payment claims

After a vendor has submitted payment claims, a badge indicating the number of payment claims that need attention shows in the Payment claims tab. New vendor-submitted payment claims show with the status Pending in the Vendor claim status column of the Payment claims register.

To acknowledge that you have received the payment claim from the vendor, click the Received button. After the claim has been accepted, the claim is given a numeric ID instead of the New ID.

A vendor can submit a schedule of values and invoices with the payment claim. Any schedule item added by a vendor is automatically hidden in InEight Plan and InEight Progress. You can edit the schedule item to make it visible in Plan or Progress if applicable.

When a vendor adds an invoice to a payment claim, a badge shows on the Invoices tab. The invoices show in the Draft status. For more information about vendor-submitted invoices, see Working with vendor-submitted invoices. If the payment claim needs attention from the vendor, click the Send to vendor button. The claim is sent back to the vendor, where they can make changes and resubmit it. The Notes panel shows all actions from both you and the vendor.