Submit new Invoice

Supplier creates and submits an invoice requesting for payment from Accounts Payable Operations team. The invoices are of type PO-invoice or Non-PO invoice.

Before you begin

Role required: Supplier

Procedure

1. Navigate to Supplier Catalog > Invoices > Submit new invoice.
2. On the Submit new invoice form, enter the following details.

   Question

   Description

   What type of invoice are you submitting?

   Invoice type- Choose the invoice type for processing from the drop-down list. The options are: PO invoice- The Purchase order drop-down appears. Choose the purchase order from the drop-down that you would like to associate with the invoice. Non-PO invoice- Browse and attach the invoice for the Accounts Payable Operations team to create an invoice processing case. Note: If you select Invoice type as Non-PO, and upload an invoice copy with purchase order, DocIntel processes the invoice as a valid PO invoice. If you select Invoice type as PO invoice and enter purchase order number but Doc Intel is unable to extract the purchase order details, then the purchase order that you selected from the Purchase order drop-down list will be considered and processed. For more information on invoice case, see Create New Invoice form. Supplier- Displays the name of the supplier associated with the supplier contact based on your selection from the My Companytab. The Purchase order drop-down lists the details associated with the selected supplier.

3. Click Submit.
   A pop-up alert message appears as " Your invoice is submitted and we will send updates about any issues. You can review details here: <<Invoice case number>>.

Result

Invoice is created.