Create an invoice manually when Document Intelligence is unavailable

Manually create an invoice as an Accounts Payable Specialist when Document Intelligence is unavailable and an invoice processing case has been auto-created without invoice data.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist

Procedure

1. Navigate to All > Accounts Payable Operations > Accounts Payable Workspace.
2. Select the list icon ().
3. Do one of the following:
   • Navigate to Lists > My Work > My open invoice processing cases.
   • Navigate to Lists > All Work > All open invoice processing cases.
4. Open the invoice processing case.
5. Select Create invoice.
   The invoice is created and the invoice processing case displays the following message:

   Invoice has been successfully created. Verify all the required fields are correct and add invoice lines before submitting.

   Verify that the values in the invoice fields are correct and ensure that you add at least one invoice line for the invoice. For more information, see Create an invoice line manually.

6. Select Submit invoice.