Quick Start Guide: Processing Invoices in the Invoice Inbox

Corpay Complete invoice automation is designed to streamline and automate your invoice processes. By enhancing your invoicing workflows, your AP team can speed up payments, offer more payment methods, and optimize cash flow. Corpay Complete’s two and three-way matching enables faster invoice processes, all while utilizing our automated data input and extraction that boosts efficiency and reduces costly errors. In this article, you will learn the how to get started with invoice processing in Corpay Complete. 

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.

1. An invoice is submitted through the Corpay Complete Vendor Portal or sent to your AP email alias.
2. The invoice is processed using optical character recognition (OCR) and displays in your invoice Inbox for processing and approval.
3. To review invoices in your invoice Inbox, log in to Corpay Complete.
4. Select the Invoices menu item from the left-side navigation pane.

5. Select the Inbox tab. 

   NOTE: If you have invoices to review, a red icon will display the number of invoices to be reviewed above the Inbox tab.

6. Choose one of the following options:
   1. Click the Start button to review all invoices.

      

   2. Click the edit  icon in the Action column to review a single invoice.

   

7. The Inbox Editor page will display.

8. On the Inbox Editor, you can:
   • Compare the invoice PDF to the data in Corpay Complete.
   • Update fields such as Vendor Address, Amount, or Due Date.
   • Match the invoice to a purchase order.
   • Add or edit line items and accounts.
   • Convert the invoice to a credit memo with the Convert To Credit Memo button.
   • Use Interactive Review Mode for to review and update invoice details.

     NOTE: Refer to the Reviewing and Coding Invoices Using Interactive Review Mode article for more information about using Interactive Review Mode.

9. After reviewing and updating the invoice, click the Save button.
10. Select one of the following options to submit invoices for approval:
    1. Select the drop-down  and choose Submit for Approval to submit the invoice to the default approval workflow.

       

    2. Select the drop-down , choose Request Approval, and then enter each approver in the Request Approval dialog.

       

    3. Select the drop-down  and choose Submit to ERP to synchronize the invoice to your ERP system.

       

    4. Click the Submit and Next button to submit the invoice to the default approval workflow and open the next invoice for review.