Creating invoices

Select .

On the Invoice Entry form, select the invoice type:

Expense: Select this option to create an expense invoice.
PO Match: Select this option to create an invoice associated with a purchase order number.
Service Contract: Select this option to create an invoice related to services that are provided through an existing service contract.

Specify this information:

Company: Select a company.
Invoice Number: Specify the invoice number.
Service Contract: Specify the service contract number. This field is only available if Service Contract is selected as the invoice type.
Purchase Order: Specify the purchase order number. This field is only available if PO Match is selected as the invoice type.
Select To Create Details For All Open PO Lines; Otherwise, You Will Be Asked To Select Which Lines To Invoice: Select this check box to automatically create line details for your PO Match or Service Contract invoice. If this check box is left blank, you must create PO or contract line details in the next step.
Note: This field is only available if PO Match or Service Contract is selected as the invoice type.
Description: Provide a description of the invoice.
Invoice Date: Specify the invoice date.
Due Date: Specify the invoice due date. If no date is specified, default terms codes will be used to determine the due date.
Invoice Amount: Required. Specify an invoice amount.
Tax Amount: Specify a tax amount.
Note: You can specify a tax amount if the Allow Supplier To Enter Tax Amount check box is selected in supplier group
See Supply Management Setup and Administration Guide.
Invoice Image: Optionally, attach an image of the invoice.
Proof Of Delivery: Optionally, attach a proof of delivery document.

Click Next. Depending on setup choices, PO Match and Service Contract invoice types can be required to perform additional steps.

If there are no errors in the invoice, click Submit.