Navigating the All Invoices Page in Corpay Complete

The All Invoices page is where users can:

• add or request invoices
• create or reset approval workflows
• refresh invoice data
• send approval reminders
• force a synchronization to an enterprise resource planning (ERP) system
• view, edit, or delete invoices
• log new receipts

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.

All Invoices Grid

The following table describes the column headers and actions in the All Invoices grid on the All Invoices page.

Note: Since column headers vary depending on company configuration and the choice of visible column headers, the following column headers may differ from those on your All Invoices grid.

Item	Description
Bulk Action	Click the Bulk Action drop-down to: Create or reset an approval workflow. Refresh all invoice data. Send an approval reminder for invoices that are awaiting approval. Force a synchronization to your enterprise resource planning (ERP) system.
Quick Filters	Click the Quick Filters drop-down to select from a list of pre-selected filters.
+ Add	Click the + Add button to add a new invoice via the Add Invoice dialog. Note: Depending on your user role and permissions, the + Add button may not be visible.
+ Request	Click the + Request button to request a new invoice via the Add Invoice dialog. Note: Depending on your user role and permissions, the + Request button may not be visible.
Export Invoices	Click the Export Invoices  icon to export invoices to a comma-separated value (CSV) file.
Import Invoices	Click the Import Invoices  icon to import invoices in bulk using the provided Excel template. Note: Refer to the Importing Invoices in Bulk article to learn more about this feature.
Toggle Filter	Click the Toggle Filter icon to display the filter fields for each column.
Number	The Number column displays the invoice number. Click an invoice Number to open the Invoice Details page.
PO Numbers	The PO Numbers column shows all purchase orders linked to the invoice. Click a PO Number to open the Purchase Order Details page.
Vendor	The Vendor column displays the vendor’s name. Click a Vendor name to open the Vendor Details page.
Date	The Date column displays the invoice creation date.
Due Status	The Due Status column displays the status of the invoice: New: This status indicates a Payment Date that is greater than seven business days from the current date. Due Soon: This status indicates a Payment Date that is within one to seven business days from the current date. Due Today: This status based on the automatically calculated payment date. Past Due: This status indicates that the Due Date has passed. Paid: This status is for paid invoices.
Amount	The Amount column displays the invoice amount.
Open Balance (Outstanding - Pending)	The Open Balance column displays the outstanding balance minus the pending balance.
Outstanding Balance	The Outstanding Balance column displays the invoice’s outstanding balance.
Open PO Balance	The Open PO Balance column displays the balance of any open purchase orders.
Status	The Status column displays the invoice’s status. Refer to the Invoice Status Meanings article to learn more about each invoice status.
Action	The Action column contains the following action icons: View: Click the View icon to open the Invoice Details page. Edit: Click the Edit icon to open the Edit Invoice dialog. Message: Click the Message icon to send an internal or external message. Delete: Click the Delete icon to delete the invoice. Note: The Delete icon is unavailable on Paid invoices. Log New Receipt: Click the Log New Receipt icon to add a receipt on the Log New Receipt page.