Create an invoice task

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Create an invoice task and assign it to a user or group to resolve an invoice inquiry case.

    Before you begin

    Role required: sn_ap_cm.agent or sn_ap_cm.admin

    Procedure

    1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
    2. Select the list icon (List icon).
    3. Do one of the following:
      • Lists > My Work > Open cases
      • Lists > All Work > Cases
    4. Select the Tasks tab and then select New.
      Create an invoice task
    5. On the Create New Invoice task form, fill in the fields.
      For a description of the field values, see Create New Invoice task form.
    6. Select Save.

    Result

    The invoice task is created successfully.