Create an invoice manually

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

    Por Que e Quando Desempenhar Esta Tarefa

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

    Procedimento

    1. Navigate to All > All > Accounts Payable Operations > Source-to-Pay Workspace.
    2. Under Quick actions, select Create New Invoice.Create invoice manually
    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.

    O que Fazer Depois

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