---
title: Guide to Going Paperless
description: Adjusting to receiving orders, reconciling, and invoicing in the Odeko Supply Portal
---

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1. [Help Center](https://helpcenter.odeko.com/knowledge?hsLang=en)
2. [Supply Ordering](https://helpcenter.odeko.com/knowledge/supply-ordering?hsLang=en)
3. [Account Management](https://helpcenter.odeko.com/knowledge/supply-ordering?hsLang=en#account-management)

# Guide to Going Paperless

## Adjusting to receiving orders, reconciling, and invoicing in the Odeko Supply Portal

Transitioning to an entirely paperless workflow can be a tough adjustment, even with a software as intuitive as Odeko's Supply Portal. While there may be a few process changes to get used to, there are some huge benefits to this updated process. Over time, you will save time, realize added efficiency, and get a single storage for paperwork accessible anywhere at the click of a button!

This article will cover the three major workflows of *receiving *an order - checking items in, reconciling orders, and collecting your invoice.

If you need a hand with *placing an order*, please feel free to check out our tutorial on that **[here.](https://helpcenter.odeko.com/knowledge/what-is-a-one-time-order?hsLang=en)**

### Checking Items In

Checking your orders in has never been easier! Right as you arrive and see your order, you can pull up your [Odeko Supply Portal](http://portal.odeko.com/supply/) and check items in.

### Reconciliation

You can quickly reconcile an order by going to your **Dashboard**, finding an order, and selecting the **Reconcile** icon to the far-right. If you receive and item that needs a credit, you are given *7 days* to submit this to our team.

### Accessing Invoices

Now that you have checked your items in, and reconciled if necessary, let's find where your final invoices are located! Viewing your café's invoices**, **checking your balance**, **making a payment**, **andsaving a stored payment method are all accessed on your **Invoices** page.

For more details on how to perform those actions, **[click here](https://helpcenter.odeko.com/knowledge/how-do-we-do-billing?hsLang=en)**, but in this article we will specifically be showing **how to access a printable invoice**.

**NOTE: **This article is intended for users with the role and permission level of** "Owner"**. A manager or barista will **not** have access to the invoicing module or payments. If you do not have access to this page but are an **Owner**, please reach out to your Account Manager or Onboarding Specialist.

 

You will notice a small cloud icon to the far-right of any **invoice** In your account, please click this to obtain a familiar, printable invoice for your records.

![Screen Shot 2022-07-27 at 12.57.49 PM](https://helpcenter.odeko.com/hs-fs/hubfs/Screen%20Shot%202022-07-27%20at%2012.57.49%20PM.png?width=670&name=Screen%20Shot%202022-07-27%20at%2012.57.49%20PM.png)

 

- [Supply Ordering](https://helpcenter.odeko.com/knowledge/supply-ordering?hsLang=en#main-content)

    - [Managing Items](https://helpcenter.odeko.com/knowledge/supply-ordering?hsLang=en#managing-items)
    - [Order Management](https://helpcenter.odeko.com/knowledge/supply-ordering?hsLang=en#order-management)
    - [Account Management](https://helpcenter.odeko.com/knowledge/supply-ordering?hsLang=en#account-management)
    - [Video Tutorials](https://helpcenter.odeko.com/knowledge/supply-ordering?hsLang=en#video-tutorials)

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