Creating and Submitting an Invoice

If you are a vendor operations user and have been granted access to the Partner Portal, you can create an invoice using the Partner Portal.

To create an invoice:

1. Click the Vendor Invoices tab.
2. Click New.
3. Complete the fields as described in Vendor Invoice Fields.
4. Click Save.
5. To add an invoice item to the invoice. click New Invoice Items.
6. To search for an un-invoiced item to add to the invoice, complete the Search Criteria fields and click Search.
   Note:

   Items such as timecard splits and expenses are not listed unless they are approved for vendor payment.

7. Select the checkboxes of the un-invoiced items that you want to add.
8. Click Add.
9. To return to the Vendor Invoice detail page, click Done.

To attach a textual note to the invoice:

1. Select an invoice record on the Vendor Invoices tab.
2. On the Vendor Invoice Detail page, click New Note on the Notes & Attachments related list.
3. Complete the displayed fields.
4. Click Save.

To attach a file to an invoice:

1. Select an invoice record on the Vendor Invoices tab.
2. On the Vendor Invoice Detail page, click Attach File on the Notes & Attachments related list.
3. Enter the full path of the file, or click Browse... to search for it.
4. Click Attach File.
5. Repeat the above steps until you have attached all the files you want.
6. Click Done.

To submit an invoice for approval:

1. Click Edit.
2. Select Submitted from the Status drop-down list.
3. Select the Submitted checkbox.
4. Click Save.

Note:

If you are a vendor, once you have submitted an invoice, you cannot change it.