To create an invoice in the portal, the agreement must first have been created, approved by the employee, and verified by the leasing partner. The agreement will then have the status Enter invoice information.
1. Create and preview the invoice
Click Agreements in the sidebar.
Find and open the agreement with the status Enter invoice information by clicking View (the eye icon).
Click Proceed to next step.
Scroll down to the Invoice number box and enter any reference number (this is your own number and can contain both numbers and letters).
Select today's date in the Date field.
Click Save & continue editing.
A preview of the invoice will now be displayed. Carefully check that all the information is correct. *
2. Approve the invoice
If all the information in the preview is correct, check the box under Approve invoice.
Click Save & continue editing.
3. Register bike details and confirm handover
Once the invoice has been created, the following steps remain in the portal before the bike is handed over:
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Enter bike information:
Frame number
Battery information (if applicable)
PIN code (which you receive directly from the customer)
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Perform an ID check:
Check and verify the customer's ID document.
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Complete the handover:
Check the box under Confirm handover of bike.
Payment
When the bike has been handed over to the customer, the invoice is automatically forwarded to our leasing partner. Payment will then be made to your specified bank account within 5 business days.
*If the invoice is incorrect, please contact us immediately at Lease a Bike Support, either at support@leaseabike.se or 010-516 47 44. Opening hours on weekdays are 9 a.m. - 5 p.m.