Create an invoice line manually

Create invoice lines manually for an invoice when the invoice automation process doesn't capture this information from an incoming invoice.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

Procedure

1. Navigate to All > All > Accounts Payable Operations > Accounts Payable Workspace.

2. Navigate to Lists > Invoices > All Open Invoices.

3. In the Number column, select the link to the invoice that you want to create an invoice line for.

4. Select the Invoice lines tab and select New.

5. On the Create New Invoice Line form, fill in the fields.

   For a description of the field values, see Create New Invoice Line form.

6. Select Save.

7. Invoice rejection modes
   Invoice rejection modes control how Accounts Payable Operations handles exceptions that require an invoice to be rejected, either automatically by the system or through manual review by an AP specialist.

8. Reject an invoice manually
   Review exceptions flagged for manual rejection and reject an invoice from the invoice case when AP specialist confirmation is required.
9. Credit memo
   Credit memo invoices in Accounts Payable Operations represent reductions or offsets in amounts payable to suppliers and can be created for both PO and Non-PO invoices, with the system identifying them based on specific indicators such as negative amounts.

Parent Topic:Create an invoice manually