Using Promis
How do I get support for using Promis?
There are a number of ways that you can get support from the Promis team. 1. Self-help using the Support knowledgebase Answers to many of your questions can be addressed immediately by going to the 'Support' area of the Promis website. It is in the ...
Can I add other email addresses to receive eInvoices to?
Yes you can add multiple email addresses to receive eInvoices to, however they need to be added to Promis and then verified for security reasons. Go to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side. On the sixth tab called ...
How do I add or remove a user? How can I change user access levels?
Adding or removing users If you have 'Subscriber' user access level in Promis you can add or remove other users, and assign user access levels. Go to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side. Go to the fourth tab ...
How do I update my contact details?
Go to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side. On the first 'MANAGE' tab you can update all of your contact information including the display name, phone numbers, postal and physical address. Don't forget to click on ...
How can I change the name that is displayed for my company?
o to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side. On the first 'MANAGE' tab you can update all of your contact information including the display name, phone numbers, postal and physical address. Don't forget to click on ...
Receiving bills
Viewing open bills You can view bills from a number of places within Promis depending on the stage they are through the approval process. Promis home page All bills requiring action for your selected company will display on your Dashboard. You can ...
How do I invite my clients to join Promis?
The benefits of using Promis as a supplier grow exponentially the more clients are using the same platform. To invite more CLIENTS go to the hamburger menu on the top right and select the menu item 'SEND INVOICES' and click on 'INVITE CLIENTS'. You ...
Sending invoices
Sending a new invoice Create a new invoice in your accounting software as you would usually and then send via email. If your client is e-invoicing enabled it will be sent as an e-invoice. The example below is taken from Xero. Viewing current invoices ...
How do I invite my suppliers to join Promis?
The benefits of using Promis as a client grow exponentially the more suppliers are using the same platform. To invite more SUPPLIERS go to the hamburger menu on the top right and select the menu item 'RECEIVE BILLS' and click on 'INVITE SUPPLIERS'. ...
How to sign up for Promis
Get started To get started, click the orange 'Get Started' button on the top of the screen. STEP 1 - Start e-invoicing Enter the email address which you want to use to log in to Promis and verify that you are not a robot by ticking reCAPTCHA. STEP 2 ...