How to initiate payments

Step 1: Request a payment from the employer:

On the chat box of the requisition, click on the [$] icon (or click on the Add Invoice button on the top of the chat )

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Add Invoice Page:

1. Invite Finance - to have your finance contact follow up on this process for you.

2. Pay to - from the drop-down select your relevant bank account to receive payment, or add a new billing entity.

3. Billable Item - fill out a short description and the amount of payment you should receive.

Step 2: Upload your invoice to Candex:

You can upload your invoice (file) only after the employer approved your payment request, or if the employer initiated the billing process.

Go to your "Pending" section (top of the left panel) and click "Add Invoice":

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IMPORTANT: Before uploading your invoice file, please ensure that your invoice details match the payment details on the Add Invoice page. If your invoice does not match the details the system will reject your invoice automatically. If this occurs, please amend your invoice accordingly and re-upload the file.