Invoice Requirements
What mandatory data is required on a Charter Hall invoice?
For simple instructions on the data to include on your invoices, please start with this page and select your preferred invoice method. Our Invoice Guidelines are also a good place to start. For a detailed view of the mandatory data we required, the ...
What information do I need to provide on my invoice?
Charter Hall has specific requirements for the invoices we receive. Visit this page to learn how to submit an invoice correctly. ...
What should I do if I don’t have all the information I need? Collaborating in Tradeshift
Charter Hall requires a certain minimum amount of information on all invoices. Visit this page to identify the mandatory invoice information. If you have any questions, please contact the Charter Hall Vendor Onboarding team at finance2020@charterhall ...
Do I need to add payment information to the invoice?
This will depend on the customer you are invoicing. For invoices sent to Charter Hall, we recommend you visit this page to identify which fields are mandatory. ...
What happens if I don’t provide the correct information on an invoice?
Once you submit an invoice to us, we will check it before processing the payment. If there is anything missing we will contact you to discuss it. If you are using Tradeshift to submit your invoices, Charter Hall will generally attempt to use the Coll ...
How do I create an invoice?
To create a standard invoice (that is not associated with a purchase order) in Tradeshift from scratch, refer to the instructions below: If you would prefer to use a previous invoice as a template, learn how to do that here. If your invoice is asso ...
How can I create an Invoice using an existing Invoice as a template?
It is possible to use an invoice you have submitted before as a template. This is a useful technique if the existing invoice had successfully passed through the Tradeshift firewall in the past. Click the blue Document Manager icon Search for the exis ...
How can I flip a Purchase Order into an Invoice?
A PO ‘flip’ enables a Charter Hall-generated purchase order to be instantly converted to an invoice within Tradeshift. This feature is the fastest, most accurate method for vendors to convert a purchase order into an invoice. Option 1 – Launch From t ...
How do I create a PO invoice from scratch?
It is possible to create a PO invoice from scratch. When invoicing Charter Hall, the preference is that onboarded vendors ‘flip’ the PO instead. This is the fastest and most accurate option for vendors. Locate the Purchase Order An invoice that is ...
What are the Charter Hall Invoice Validation Rules?
In order for an invoice to pass through the Charter Hall business firewall in Tradeshift, the invoice must contain specific data. Invoices Created Within Tradeshift: Invoice number Add optional field > Person Reference - The email address of a Charte ...
How do I check the payment status of my invoice?
It’s easy! This is one of the many benefits of being ‘onboarded’ and using the Tradeshift platform to submit invoices. Log into the Tradeshift platform and click the blue Documents Manager app (If you can’t see this at the top-left of your screen, cl ...