Use the Vendor Invoice window to enter vendor invoices; apply credits, premiums, shipping cost & tax; submit invoices for payment; reimburse employees; view PO balances. You'll also use the Vendor Invoice window to create credit memos recording the credit you have with vendors.
New: An invoice that hasn't been submitted yet.
Pending: The invoice has been submitted for payment, but the received quantity is less than the invoiced quantity. The invoice will remain in the Pending state until all invoiced items are received, the invoice is cancelled, or it is submitted for payment a second time. Invoices in the Pending state are not visible in Payment Management. If the system is configured not to use the Receiving module, invoices will never be in the Pending state.
Submitted: All invoiced items have been received, if applicable, and the invoice has been submitted for payment. Invoices in the Submitted state are visible in Payment Management.
Cancelled: The invoice has been cancelled using the Cancel Vendor Invoice command.
Paid: The invoice has been fully paid or credited, in the case of credit memos.
Users with the Vendor Invoice - PO Balance permission will be able to view the PO number, PO amount, amount paid to date, and PO balance in the invoice header once a regular invoice or credit memo associated with a PO is saved.
Enter vendor invoices — regular, direct, credit memo, and employee reimbursement
Submit invoices for payment
Additional Vendor Invoice functions |
Additional Vendor Invoice topics |
When the payment vendor is different from the purchase vendor |
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Set invoiced quantity for all items on an invoice |
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Attach files to an invoice |
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Return to Accounts Payable Overview