Loading Signify Invoices into OASIS

Invoice Status updates are now available for Signify. Users must create the payment in OASIS. When an invoice update is available, the user should receive an email from Signify containing the commissions statements as a .xlsx (Excel) file that OASIS will process to apply invoice information. This article will explain how to load emailed .xml files into OASIS for Signify. 

Note: this article assumes that the Signify connectivity has been configured in OASIS. For more information, click here.

Loading Signify .xlsx files into OASIS

After saving the .xlsx files to a file location, users may follow one of the two methods listed below to load the file into OASIS.

The Drag and Drop Method

1. Navigate to the Payments page.

2. Open the Signify payment.

3. Locate the .xlsx file.

4. Drag and drop the .xlsx file into the Payment window.

5. OASIS will begin processing the .xlsx file.

The Signify (Philips) Menu Method

1. Navigate to the Payments page.

2. Open the Signify payment.

3. Select the “Philips” menu.

4. Select the “Load Order Status for Payment (from XLS)” from the drop-down menu.

5. The “Select XLS file from Philips” window will appear.

6. Locate the .xlsx file.

7. Select “Open.”

8. OASIS will begin processing the .xlsx file.