Accounts Payable – Invoice

What is an invoice? An invoice is a document that is sent to a buyer that specifies the amount and cost of services or products that have been provided by a vendor. The invoice indicates what must be paid by the buyer and according the payment terms (for example, net 30 days) of the seller. Payment terms specify a period of time that the buyer can pay for the invoice to get a discount on the product or service.


1. Click on Invoices under the Accounts Payable tab:APinvoice

2. Select the vendor, invoice number, invoice date, due date, and next approver:
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3. Upload your invoice in the Invoice Attachment box:APinvoice3

4. Click on Add Item:
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5. Click on the purchase order you’d like to add to the bill you’re creating: APinvoice6

6. Click Add Unbilled Items:APinvoice7

7. If you need to add a tax, you can create a new one here: APinvoice8

8. Input all of the required fields and click Create:APinvoice9

9. Select the tax that you just created in the drop down:APinvoice10

10. Input the dollar amountAPinvoice11

11. Click Submit once you’re ready: APinvoice12
12. Once it’s been submitted, it will be in your Pending list:
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13. After it’s been approved, it will be in the Approved section:
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14. When your bill gets approved and the invoice has been paid for, mark it as Paid:APinvoice13

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