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Transmit invoices with portal upload as preferred delivery method

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I have setup customer site profile preferred delivery method to "portal upload".

We have some client invoices that need to be uploaded into a client portal in a specific format.

How do we transmit invoices with portal upload, any ESS jobs that need to be run where I can select the specific format?

Are there any other setups that need to be done other than customer site profile setup?

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