Invoice Submission

To streamline the invoice submission process, all invoices will be processed through the below steps and submitted to Gradient’s AP Platform for processing and payment. All invoices must be submitted through this process for proper tracking and processing.

1. Gradient employee receives invoice from Vendor by email. This is commonly the Project Manager for a client project, or a department lead (such as Operations).

2. Invoice receiver submits invoice through the Vendor Invoice Submission form. The following information is required to submit the form:

   • Your Name
   • Vendor
   • Project Name
   • Invoice #
   • Invoice Date
   • Net Terms
   • Invoice attachment
   • Reconciliation Confirmation (acknowledge the invoice has been reviewed for accuracy and the Billing Team is approved to proceed with payment)
   • Optional: SOW link or attachment

3. Billing will receive notification when a new invoice has been submitted to the Finance base.

4. Billing will review the invoice. They will reach out to the invoice submitter with any questions by tagging them in a comment on the relevant Airtable base record.

5. Billing will send the invoice to the AP platform for processing and payment, per the Accounts Payable Process.

6. Billing will perform regular reviews to confirm that vendor invoices are correctly classified, processed, and paid.