Documents & Connections
How will I know if my invoice meets HSBC Group's criteria?
You will receive real time notifications of any missing or mandatory invoice information prior to submission of your invoice. For a list of invoice validation rules please see this article. ...
Can suppliers submit invoices to other customers via the same network/portal?
Yes, Tradeshift is an open business to business (B2B) network. You can search for other recipients (Customers) to whom you may provide goods/service in Tradeshift Network and if found, invite them to be part of your B2B network. ...
How do I track my invoice?
It is possible to see a history of all documents sent via the platform. If an invoice is received successfully by HSBC, a received status will be shown. ...
Can I print a copy of the invoice?
Yes, a PDF copy can be downloaded from the Tradeshift. Simply navigate as follows 'Documents/Select required document/Other actions/Print'. ...
How do I know which legal entities I am connected to on Tradeshift?
The HSBC Group legal entities in your Tradeshift network can be found under the network menu option on the Tradeshift platform. ...
Is it possible to check our invoice status on the network/portal?
Yes, invoice status* updates are passed to Suppliers via the Tradeshift portal. Simply navigate as follows 'Log in / Click Documents / Select required document'. *Real-time status of an invoice is limited in Germany. ...
Are Duplicate invoice numbers accepted?
No, duplicate invoice numbers are not accepted, and if received will be rejected by Tradeshift as a result of validation checks. ...
Can I send attachments with my invoices?
Yes, maximum 4 attachments of 3Mb each are allowed. Accepted attachment types - Jpeg, Tiff, BMP, PNG, img, pdf, Excel ...
What happens to an invoice when it is successfully submitted through Tradeshift but rejected by HSBC Group?
If the invoice is invalid it will be sent directly back to the supplier. However if the issue is a price / quantity mismatch HSBC Group will first attempt to resolve the issue internally. ...
How do I submit invoices for HSBC Group entity abroad?
The current scope for Tradeshift is domestic invoices only. Foreign invoices must follow the current local procedure. It is our future intention to standardise invoicing internationally and we will further communicate when appropriate. ...
How do I prepare for a new HSBC Group business entity?
HSBC Group have added a new legal entity and therefore require you to accept the new connection. The following will guide you through the important steps you must take.Accepting the connection request If you have notifications turned on, you will rec ...
How do I create a Non PO invoice?
Navigate to 'Create Documents' app. This option should be used to create Non PO invoices only. Click on Invoice. Select the correct Legal Entity for the invoice (you might need to type in "HSBC"). If in doubt, please refer to your Contract or HSBC ...
How do I create a Credit Note?
1. Location the Invoice to be credited Credit Notes must ALWAYS reference an invoice that exists on Tradeshift. Search for submitted Invoices in Document Manager for which you want to create a Credit Note. Click document to view it. 2. Create Cred ...
Invoice Validation Rules
Validation rules ensure that the vendor provides information in all the required fields. HSBC Group can then process the invoice quickly and efficiently without any unnecessary exceptions or delay.Header Level Validation Rules Sender Company Name, ...