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

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Finance and Supply Chain

ft:clusterId :

    - stpop

bundleId :

    - stpop

workflow :

    - Employee


---

# Create a knowledge base article about invoice

# Create a knowledge base article about invoice {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a knowledge base article to share invoice information and policies with your employees and suppliers.

## Before you begin

Role required: sn_ap_apm.accounts_payable_specialist

## Procedure

1. Navigate to AllKnowledge.
2. Select Create Article.
3. On the form, fill in the fields.  
   {#create-knowledge-base-articles-for-invoices__table_gc2_kbk_qnb__entry__2}

   | Field | Description |
   |-|-|
   | Number | System-generated unique identifier for the request. |
   | Knowledge base | Knowledge base to which this article belongs. |
   | Category | Category of the article such as Accounts Payable. Use the category picker to select an existing category or subcategory. You can create a category or subcategory to suit your requirements. |
   | Valid to | Validity of the article. |
   | Article type | Type of article such as HTML. |
   | Workflow | Status of the article. |
   | Scheduled publish date | Date on which you want the article to be published. |
   | Valid to | Set the validity of the article. |
   | Source Task | Name of the article source. |
   | Attachment link | Link to attachments. |
   | Display attachments | Display of attachments in the article. When you do not select this option, the article does not display the attachments. |
   | Short description | Short description of the article. |
   | Article body | Detailed description of the article. |
   [Table 1. Create new article form]

   {#create-knowledge-base-articles-for-invoices__table_gc2_kbk_qnb}
4. **Optional:** To check if any duplicate articles are available with similar short descriptions, select Search for Duplicates.
5. Do one of these actions.

   | Action | Description |
   | Submit | To submit an article for review, select Submit. |
   | Save | To save an article, from the Additional actions menu, select Save. |
   |-|-|

   {#create-knowledge-base-articles-for-invoices__choicetable_yjm_r24_snb}
{#create-knowledge-base-articles-for-invoices__steps_tmt_tqk_rnb}

## Result

Knowledge base articles are created to share invoice information and policies with employees and suppliers.

## What to do next

* View your submitted articles by navigating to KnowledgeMy Knowledge Articles
* Track the progress of your article from My Knowledge Articles.
* Manage the article workflows, such as reviewing, publishing, updating, or retiring the article.
{#create-knowledge-base-articles-for-invoices__ul_bm5_bll_rnb}
**Related concepts**   

* [Invoice case categories and subcategories](https://servicenow-prod.fluidtopics.net/n7zeI9j5cz5DSAL0NINP~w "An agent and Accounts Payable Specialist can access and work on the invoice cases in the Accounts Payable workspace.")
* [Using Invoice Case Management](https://servicenow-prod.fluidtopics.net/F2To1EesNPWzTAdSlkAxxw "Agents can use Invoice Case Management to manage and work on invoice inquiry cases raised by employees and suppliers to resolve issues related to invoices.")
* [Using Accounts Payable Invoice Processing](https://servicenow-prod.fluidtopics.net/j7fXn5ce4LaeLlLo8d1KOw "Accounts Payable Specialists can use the Accounts Payable Invoice Processing application to manage and work on invoice processing cases to perform end-to-end invoice processing, from invoice ingestion to approval.")
* [Advanced Work Assignment in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/lhR8yPdETF~ii3Ov_vkGDQ "Advanced Work Assignment (AWA) automatically assigns work items to Accounts Payable Operations agents based on their availability, capacity and skills. AWA pushes work to qualified agents using work item queues, routing conditions, and assignment criteria that you define. The work items are available in Agent workspace inbox.")
* [Using Advanced Work Assignment for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/50n~uU9BLIAbbFi~zPjz7g "AWA enables suppliers to interact with Accounts Payable Operations agents inquire or resolve invoice-related queries.")
* [Interaction management in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/bH~NSUo9inlbOJRl2VcxkA "Any request for assistance made to an Accounts Payable specialist via email, chat, phone is logged in an auto-generated interaction record. Agents can choose to create a case from the interaction record, create a request, and associate an interaction record with an existing invoice case record.")
* [Composing emails with predefined content from the Source-to-Pay Workspace](https://servicenow-prod.fluidtopics.net/VYy_aifSV8ndHbwur5XCSQ "Insert predefined content into the message body of emails that you send from the email client in the Source-to-Pay Workspace.")
* [Universal Request in Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/UzMv9rhcIiOoPScJLLHcXA "The ServiceNow Universal Request (UR) feature transforms fragmented service intake into a centralized, intelligent, and scalable experience for invoice case management.")
* [Playbook for updating the invoice primary data](https://servicenow-prod.fluidtopics.net/5m7~hBfZdOLHaMjxeD3bLQ "Playbooks provide Accounts Payable admins or specialists to visualize invoice processing workflows in a simplified, task-oriented, actionable view.")
* [Using Supplier Collaboration Portal in APO](https://servicenow-prod.fluidtopics.net/NokqWFGGKnfIfW7o3UZWuA "The Supplier Collaboration portal application integrated with Accounts Payable Operations provides seamless interaction between Account Payable Specialist and supplier in creating invoice inquiry case, submit new invoice, resolving case tasks and exception tasks.")  
**Related tasks**   

* [Configure Advanced Work Assignment for Accounts Payable Operations](https://servicenow-prod.fluidtopics.net/NQ4kEp815L0WME0Q69NpgA "Configure AWA for APO to ensure that requests or queries received via email, chat, messenger are routed to the respective APO agents belonging to defined groups.")
* [Working with Advanced Work Assignment](https://servicenow-prod.fluidtopics.net/Rs4VroKmQ6Xe4IZdwKvTng "Suppliers interact with APO agents for invoice inquiry cases using the live chat.")

*[\>]: and then