Create an invoice manually

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • 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 > Accounts Payable 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.

    What to do next

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