You can change the details within your user profile by expanding the My Details menu on the left pane and then clicking My Details. In the My Details - Edit page displayed, you can amend or add details such as your name, contact number and password.

To change your company address or contact details, expand the My Details menu on the left pane and click the My Details option. The address details are on the second My details - Edit page. To change your company name and/or VAT number, first contact in Causeway Tradex, trading partners to ensure that they have the new details set up in their accounts system, and then contact Causeway at support@causeway.com.  In some circumstances, a new company may need to be created on Causeway Tradex.

To raise a credit, click Invoices from the left pane and then click Create Online Credit. In the Create online credit – Create page, you can raise a credit in the same way as you do an invoice.  Alternatively you may have the Create Online Credit option saved as a shortcut in the centre of the home page when you log in.

To view the sent invoices or credits sent, click Invoices from the left menu, and then select View Invoices Sent. In the View invoices sent - list page, you can use the filters to search for invoices and credits that you have sent. For example, you can search for an invoice or credit note by using the document (invoice) number as the search text.

Once you log in to Causeway Tradex, click Invoices from the main menu on the left, and then click View Invoices Sent. In the View invoices sent - list page, you can search for invoices using the filters. Invoices with a status of Not D/L (Not Downloaded) have been successfully added on to Causeway Tradex, but they have not yet been sent to your customer. Invoices with a status of Downloaded have been successfully sent to your customer.

You can view the payment status of invoices sent if you have enabled the Payment Status module. By default, the View payment status - list page will only display the payment status within the last three months. To view the older payment status details, you can edit the date in the sent from field or remove the default date displayed. To view the payment status of invoices, perform the following steps: Click Invoices > View payment status from the Document Exchange tab. You can filter / search on an Invoice Number or Receiver to see individual Invoice Payment status’. This will then show if a scheduled payment status is available or not.

For those suppliers who send subcontractor invoices, please note that currently Causeway Tradex does not process subcontractor invoices. Please follow the existing process via the divisional commercial teams.

Please issue a valid VAT invoice as Causeway Tradex does not process pro forma invoices or invoices that are not HMRC compliant.

If your online invoice is rejected, a red box will appear with an error message. Please read the message thoroughly, as it will explain exactly why your invoice is failing. If you still believe that your invoice should not be failing, save the invoice and then contact your customer. When you save the invoice, the customer support team can view the invoices to determine problems. Saving the invoice also allows you to quickly resubmit the invoice once the problems are resolved.

If you would like to send invoices to a company that is not on your trading partner list, contact them directly for approval. If they are already using Causeway Tradex, they can send you an invitation directly.