Contractor invoicing in Contractor of Record

Remote has made it straightforward for contractors to upload their invoices for payment at any time of the month. In Contractor of Record, contractors have full control of their invoicing process by using Remotes template or uploading their own invoice PDFs directly to the platform. It is the contractor's responsibility to ensure that their template meets their local invoicing and e-invoice compliance obligations. The steps to submit the invoice is are as below

How to Submit an Invoice

1: Start the Invoice Submission

Navigate to your contractor dashboard. Select Invoices under Payments tab and click Submit Invoice.

2: Choose Your Invoice Creation Method

You'll be presented with two options:

Option A: Use Remote Template

Select this option if your country has flexible invoice requirements. The Remote template provides a standard format that works for most situations.

1. Enter invoice details - Fill out all required information for your invoice
2. Use the AI-suggested description — When adding your line item description, use the AI-suggested description provided by the platform. This description is generated based on your position, title, and services and deliverables, ensuring sufficient detail for processing. Note: Generic descriptions like "project" or "work" are not detailed enough and may result in rejection.
3. Preview invoice - Click "Preview Invoice" to generate and review your invoice
4. View the generated file - Review the complete invoice document
5. Acknowledge compliance - Confirm that you understand the invoice may not meet all country-specific requirements
6. Submit invoice - Click to submit your invoice for processing
   

Option B: Upload Your Own Invoice

Choose this option if your country requires a specific invoice template that Remote doesn't support. You'll need to have your invoice document ready to upload.

1. Enter invoice details - Provide the key information from your invoice (this helps us process your payment efficiently)
2. Upload your invoice - Attach your third-party invoice document
3. AI verification - Our system will automatically check your invoice for completeness
   • If errors are detected, you can either:
     • Fix the identified issues and re-upload
     • Proceed with submission despite the errors (if you're confident the invoice is correct)
4. Submit invoice - Complete the submission process

For Companies Scheduling Invoices

Companies scheduling invoices on behalf of contractors follow the same two-path process. Choose between using the Remote template or uploading a custom invoice, then follow the appropriate steps outlined above.

Important Notes

• The Remote template may not meet all country-specific requirements. It's your responsibility to ensure your invoice complies with local regulations.
• When uploading your own invoice, make sure to accurately enter the invoice details in the form, as this information is essential for payment processing.
• The AI verification system helps identify potential issues but you can proceed with submission if you believe your invoice is correct.