---
sourceDocument: Xanadu Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/source-to-pay-operations

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    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Creator


---

# Create New Invoice case form

# Create New Invoice case form {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Create New Invoice case form to provide details about the Invoice case.
{#create-new-ap-case-form__table_ozd_1mj_lvb__entry__2}

| Field | Description |
|-|-|
| Invoice case ||
| Requested by | User who submitted the inquiry. |
| Requester email | Email ID of the user who submitted the inquiry. |
| Sub-category | Sub-category of the invoice inquiry case. The choices are: * Payment inquiry * Invoice inquiry * Expedite payment request * Payment terms issue * Invoice entry assistance {#create-new-ap-case-form__ul_k2b_j3k_lvb} |
| Duplicate case | The case that is similar to the currently opened case. |
| Channel | The channel used to send the inquiry. |
| State | The state of the case. |
| Priority | Indicates how quickly you must complete the task based on its priority. |
| Assignment group | The assignment group that the case is assigned to. |
| Assigned to | Person that the case is assigned to. |
| Watch list | Users who are notified when updates are made to the case. |
| Short description | Brief description about the invoice. |
| Description | Description about the invoice. |
| Summary ||
| Supplier | Supplier who has made the inquiry. |
| Invoice | Invoice associated with the case. |
| Closure Details ||
| Closure code | The closure code for the case. The options are: * Duplicate request * Canceled/False inquiry * Canceled by requester * Information provided * Exceptions resolved {#create-new-ap-case-form__ul_ant_whl_lvb} |
| Closure details | Details about the case closure. |
| Closed by | Person who closed the case. |
| Closed | Whether the case is closed or not. |
[Table 1. Create New Invoice case form]

{#create-new-ap-case-form__table_ozd_1mj_lvb}
* **[Invoice case form tabs](https://servicenow-prod.fluidtopics.net/JpBw1~F8Nv7zvCbGWBUzlg)**   
  The Invoice case form includes tabs that store invoice case information that an agent can use to perform related tasks.
* **[Invoice status messages](https://servicenow-prod.fluidtopics.net/ExmwUOjUfJ~a9RT1duWKQw)**   
  Invoice-related status messages are displayed in the Accounts Payable Operations application.

**Related concepts**   

* [Accounts Payable Operations glossary](https://servicenow-prod.fluidtopics.net/ogIWqvyEM6sSdFMzd6RTcw#apo-glossary "Learn about the terms and concepts used in Accounts Payable Operations (APO).")  
**Related reference**   

* [Create New Invoice Line form](https://servicenow-prod.fluidtopics.net/za4i6rUxNSgF9rPJV_nqKw "Use the Create New Invoice Line form to provide details about an invoice line.")
* [Create New Invoice task form](https://servicenow-prod.fluidtopics.net/y~Z0_leTf1m277zMIMfH0w "Use the Create New Invoice task form to provide details about the Invoice task.")
* [Invoice processing case form](https://servicenow-prod.fluidtopics.net/xLMD8B5mVicGxGPzWtZhZw "Use the Invoice processing case form to view the case details that store invoice information that an Accounts Payable Specialist can use to perform related tasks.")
* [Tax lines](https://servicenow-prod.fluidtopics.net/r9l3kXwAHAMs7GOM5opfpA "The Tax lines tab lists the tax line associated with the invoice line.")
* [Invoice exception form](https://servicenow-prod.fluidtopics.net/R5fRhmvQc~mqlUdiT0feoQ "Use the invoice exception form to view the case details that store invoice exception information that an Accounts Payable Specialist can use to perform related tasks.")
* [Master data table for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/Pbg7QCO_FeaPmb0EqwIpdg "Enter the mandatory fields in the primary table for successful processing of an invoice in Accounts Payable Operations.")
* [Invoice exception definition form](https://servicenow-prod.fluidtopics.net/pzQEuT3mrCoHIeSL5Q9cXw "Use the Invoice exception definition form to provide details about the new invoice exception definition.")
* [Approval Rule form](https://servicenow-prod.fluidtopics.net/kkDMhosHxBx0tkHYA6Bo~w "Use the Approval Rule form to provide details about the new approval rule.")
* [Approval Plan form](https://servicenow-prod.fluidtopics.net/Tlw5QGmmOWnW6S~a7iazVA "Use the Approval Plan form to view details of the overall invoice approval process.")