Creating payment request line items

You can review or create the line item for a payment request. Specify the details on the Document Header page and click Save.

You can also use this page to:

  • Add a payment request line item, using the Add Item option.
  • Attach files or documents to the payment request, using the Attachments option.
  • Attach receipts to the payment request, using the My Receipts option.
  • Add notes to the payment request, using the Notes option.
  • Review the summary related to the payment request, using the Summary option.
  • Review the invoice details, using the Invoice option.
  • Review the payment details, using the Payment option.
  • Review history of the payment, using the History link.
  • Modify or review the data related to the document header, using the View/Edit Header link.
  • Print the details related to the payment request, using the Print link.
  • Export the data related to the payment request, using the Export option.