How to review and approve your invoices  (Non-legacy)

Once you’ve completed work on a project, OneForma will generate an invoice that summarizes what you’ve done and how much you’ll be paid. But before payment is processed, you’ll need to review and approve it—or flag any issues. 

This guide walks you through how to check your invoice for non-legacy projects and make sure everything looks right. 

When are invoices created? 

OneForma automatically generates a purchase order (PO) on the 26^th of each month for the work you’ve recently completed. That PO then undergoes internal review and, when it passes, the team will generate an invoice for you to review and approve. 

• Note: If your total earnings for the month are less than $10 USD, no invoice will be created until your balance reaches that threshold. 

Step-by-step guide 

1. Log in to OneForma 
   Go to https://www.oneforma.com and sign in. 

2. Click the “Notifications” icon 
   You’ll see a message saying your invoice is ready for review. 

3. Open the invoice notification 
   Click it to view the full invoice details. 

4. Go the “Payments” page 
   You can also access invoices by navigating to “My Profile” > “Payments” in the main menu. 

5. Review the invoice carefully 
   Check the accuracy of the following: 
   • Project names
   • Task quantities
   • Task totals
   • Dates
   • Payment amounts

6. Approve or dispute the invoice 
   After reviewing the information in Step 5, you have two options. 
   • Approve the invoice if everything is correct.
     • click “submit” to approve the invoice
     • Your approval will be logged and forwarded for final processing.
     • Payments are synced and processed by the 10th of the following month.
   • Dispute the invoice if anything, even one important thing, is inaccurate. 
     • Click the “Dispute” link on the invoice. 
     • Add a short comment explaining the inaccuracy. 
     • The invoice will be sent back to the project admin or project manager for correction. 
       • Note: Disputed invoices will not be paid until the next payment cycle. This is to allow the team enough time to check for any additional inaccuracies and correct them. 

Mind the dispute deadlines 

You must approve or dispute your invoice between the 26^th and 29^th of each month. If you don’t, the system will automatically approve the invoice on your behalf. This auto-approval happens at exactly 23:59:59 UTC on the 29^th. 

• Short month? If the month ends on the 28^th, you only have 60 hours to respond (instead of the usual 72 hours). 

Need more help? 

If you’re confused by something on your invoice or can’t figure out how to properly dispute it, check our other help articles or contact OneForma Support for more information.