Create an invoice inquiry case manually

Create invoice inquiry cases to address and respond to questions related to invoices and payment.

Before you begin

Role required: sn_ap_cm.agent or sn_ap_cm.admin

About this task

Invoice inquiry cases are created automatically when you receive emails from suppliers or employees. However, you can also create invoice inquiry cases manually.

Note:

An invoice case with a category of Inquiry is referred to as an invoice inquiry case.

Procedure

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
2. Under Quick actions, select Create New Inquiry.
   
3. On the Create New Invoice case form, fill in the fields.
   For a description of the field values, see Create New Invoice case form.
4. Select Save.

Result

The invoice inquiry cases are created manually to address and respond to questions related to invoices and payments.