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.