Stampli's Vendor Portal makes it easy for you to send inquiries to your customers. Both you and your customer can view, respond, and manage inquiries directly within Stampli.
NOTE: This feature needs to be enabled by your customer and is available if you see the "Inquiries" icon on the top navigation bar.
Inquiry Types
You can send three types of inquiries:
Invoice inquiries on invoices (e.g., payment info, missing invoices, updates, etc)
Portal Access inquiries related to Vendor Portal access
Company Info inquiries related to company updates (e.g, address, phone, etc)
Viewing Inquiries
Inquiry Icon
The inquiry icon is displayed in the top navigation bar. The number of unread responses to your inquiries is shown in the icon. Click the icon to access the Inquiries page.
Inquiry List
The Inquiries list shows all inquiries sent by you and other registered portal users from your company. Inquiries in bold are responses that have not yet been viewed.
Several options are available for filtering or ordering inquiries in the list:
1. Sort any column in ascending or descending order, except for the Message column.
2. Filter by inquiry status (need to reply, reply sent, inquiry ended)
Sending Inquiries
To send an inquiry:
In the Inquiries page, click the New Inquiry button.
Select the type of inquiry that you wish to send.
If you select "Invoice Inquiry", a list of invoices is shown. Pick an invoice or select "Missing Invoice" if you do not find it on the list. The invoice image is shown on the right side that you can zoom in or out.
Enter your message and click Send.
Invoice Inquiries
You can also open the inquiry dialog by clicking on "Have a question on this invoice" link when viewing the details of an invoice.
Receiving Responses
When your customer sends a response to an inquiry, you will receive an email notification. You can see the invoice image along with all inquiries and responses related to the invoice.
