Creating a payment request

You can specify the details for creating a payment request document. Click Create a New on the Infor Expense Management home page and select Payment Request.

  1. Specify this information:
    Document Title
    The title of the document.
    Purpose
    The purpose of the payment. You can also click the Add option to specify the purpose on the Add Purpose page.
    Invoice
    The date on which the invoice is generated.
    Vendor
    The name and address of the vendor. You can also click the Find Vendor option to search for a vendor.
    Invoice/Reference number
    The unique identifier for the payment request.
    Total Invoiced Amount
    The total cost incurred.
    Currency
    The currency in which the amount is paid.
    Payment Option
    The reimbursement options for the vendor or entity for whom the invoice is generated. Possible values:
    • Send to Vendor
    • Send to Me
    • Send to Proxy Creator
    • Hold for Pickup
    Requested Payment Due Date
    The date on which the payment is due to be paid.
    Special Handling
    Additional information sent to the vendor or entity for whom the invoice is generated.
  2. Click Save.

    You can also use this page to:

    • Add a purpose, using the Add option.
    • Search for a vendor, using the Find Vendor option.
    • Review vendor details, using the Vendor Details option.