Invoice processing overview › Using Accounts Payable Invoice Processing › Use › Accounts Payable Operations › Finance and Supply Chain

Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create an invoice manually

Manually create an invoice from the Source-to-Pay Workspace when the automated invoice creation process encounters issues or is unavailable.

Before you begin

Role required: sn_ap_apm.accounts_payable_specialist or sn_ap_apm.admin

Invoices are created automatically by integration with Document Intelligence. However, you can also create invoices manually.

Navigate to All > All > Accounts Payable Operations > Source-to-Pay Workspace.
Under Quick actions, select Create New Invoice.

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Create invoice manually

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

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

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

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.
Invoice cost allocation
Cost allocation distributes invoice line costs across multiple cost centers or ledger accounts to ensure accurate financial reporting and proper expense tracking in Accounts Payable Operations.
Tax calculations
Tax calculations in Accounts Payable Operations validate supplier-provided taxes against system-calculated amounts to determine the final tax for invoices.