Associating an Invoice to an Existing Purchase Order

In this article, you will learn how to associate an invoice to a purchase order (PO) that already exists in Corpay Complete.

NOTE: Purchase orders must be connected to a vendor before they can be associated with an invoice. Unassociated or blank purchase orders cannot have an invoice associated with them. 

To associate an invoice with an existing purchase order:

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, enter the invoice number in the Invoice Number Filter field.

NOTE: Select the Toggle Filter  icon to display the Invoice Number Filter field.

4. Select the Edit icon in the Action column of the invoice.

5. On the Edit Invoice dialog, select a purchase order from the Purchase Order(s) drop-down.

NOTE: If a vendor does not have purchase orders assigned to them, the Purchase Order(s) drop-down will be blank.

6. The Edit Invoice dialog will populate with line items and/or expenses from the purchase order.

7. Click the Submit button.

8. The invoice and purchase order will be associated.