Create an invoice manually

As an Accounts Payable Specialist, you can create an invoice manually from the Source-to-Pay Workspace when the automated invoice creation process is encountering issues or not available.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

About this task

Invoices are created automatically by integration with Document Intelligence. However, you can also create invoices manually.

Procedure

1. Navigate to All > All > Accounts Payable Operations > Source-to-Pay Workspace.
2. Under Quick actions, select Create New Invoice.
3. On the Create New Invoice form, fill in the fields.
   For a description of the field values, see Create New Invoice form.
4. Select Save.
   A new invoice is created in the Draft state, a new invoice case is created with a category of Invoice automation and sub-category of Invoice processing, and the new invoice is associated with the invoice case.

   For more information about working with an invoice processing case, see Work on an invoice processing case.

Result

The invoice is created manually from the Source-to-Pay Workspace.

What to do next

Create invoice lines for the invoice. For more information, see Create an invoice line manually.

• Create an invoice line manually
  Create invoice lines manually for an invoice when the invoice automation process doesn't capture this information from an incoming invoice.
• Invoice cost allocation
  Cost allocation is a process of identifying and allocating the costs across different cost centers or ledger accounts. Accounts Payable specialists allocate invoice line cost across multiple cost centers or ledger accounts for accurate cost analysis and invoice processing.
• Tax calculations
  Calculate the final tax for an invoice based on the tax type and the tax tolerance variance.

Related concepts

• Accounts Payable Invoice Processing
• Invoice Case Management
• Source-to-Pay Workspace
• Accounts Payable Operations integration with Document Intelligence
• Using Now Assist for Accounts Payable Operations (APO)
• Using Supplier Collaboration Portal in APO
• Invoice processing cases