In this article, you will learn how to create an invoice in Corpay Complete.
For information on how to approve or reject an an invoice, refer to the Approving or Rejecting an Invoice article.
1. Log in to Corpay Complete.
2. Select the Invoices menu item from the left-side navigation pane.
NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.
3. On the Processing Invoices tab, choose one of the following options:
- If you are an admin user or have a role that allows adding invoices, select the +Add button.
- If you are a staff user, select the +Request button.
NOTE: Most users will see either the +Add button or the +Request button. If you have multiple roles, you may see both buttons. Follow your company’s policies if both buttons are visible.
4. The following fields will populate automatically on the Main tab of the Add Invoice dialog:
- Number: Keep the generated invoice number or enter a new one.
- Status: The default value of this field varies depending on your company’s configuration. You may change the default value of the Status field if you have an admin role or a role that allows changing the default value of this field.
- Invoice Date: By default, this field populates with the current date. Use the date picker to enter a different date.
- Payment Terms: This field populates based on company configuration. Select the Payment Terms drop-down to select a different payment term.
- Due Date: This field is calculated based on the value in the Payment Terms field.
NOTE: The visibility of fields and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the fields in your company’s Add Invoice dialog may be different from the following images.
5. Select a subsidiary from the Subsidiary drop-down.
6. Complete the remaining fields as required by your company’s policies.
7. Select the Line Items tab, if applicable.
NOTE: The information on the Line Items tab is based on company configuration.
8. On the Line Items tab, enter the item name in the Item Name field.
9. Complete the remaining fields in the Item pane as required by your company’s policies.
10. Select the + Add Items button to add another line item, if applicable, and repeat steps 8 and 9.
11. Select the Accounts tab.
12. On the Accounts tab, select one of the following options:
- Use default accounts: Select this radio button to use the default accounts configured by your company.
- Use specific accounts: Select this radio button to choose specific debit or credit accounts. Select an account from the Account drop-down and complete the remaining fields according to your company’s policies. To enter another account, click the + Debit Accounts or + Credit Accounts buttons.
13. Click the Submit button to submit the invoice.
14. One of the following actions will occur:
- If you are an admin user, the invoice approval workflow may be bypassed. The invoice may be paid immediately if the following conditions are met:
- The vendor has a payment method.
- The invoice has a Status of Open.
- The vendor is active.
- If you are a staff user, the invoice will go through the invoice approval workflow.
Comments
0 comments
Please sign in to leave a comment.