Submit new Invoice

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • The supplier creates and submits an invoice requesting for payment from the Accounts Payable Operations team. The invoices are of type PO-invoice, Non-PO invoice, Credit memo.

    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.
      QuestionDescription
      What type of invoice are you submitting? Invoice- 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 submit credit memo for.
      • Non-PO invoice- Browse and attach the invoice for the Accounts Payable Operations team to create an invoice processing case.
      • Credit memo invoice-The Purchase order and Original invoice number fields must be populated.
      Note:
      • If you select Invoice type as Non-PO, and upload an invoice copy with the 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.
      • If you select Invoice type as Credit memo invoice but Doc Intel is unable to extract the purchase order details and original invoice details, then the purchase order and original invoice that you selected during submission will be considered and processed.
      For more information on the invoice case, seeCreate New Invoice form.
    3. Select Submit.
      A pop-up alert message appears as Your invoice is submitted and we send updates about any issues. You can review the details here: <<Invoice case number>>.
      Invoice is created.