The Processing Invoices page is where users can:
- Add or request invoices
- Create or reset approval workflows
- 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.
Processing Invoices Grid
The following table describes the column headers and actions in the Processing Invoices grid on the Processing 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 Processing Invoices grid.
Item | Description |
Bulk Action | Click the Bulk Action drop-down to:
|
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. |
Refresh List Cache | Click the Refresh List Cache icon to refresh the list of invoices in the Processing Invoices grid. |
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 purchase order 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:
|
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. Note: Refer to the Invoice Status Meanings article to learn more about each invoice status. |
Action | The Action column contains the following action icons:
|
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