Navigating the All Invoices Tab

The All Invoices tab is where users can:

• Add or request invoices.
• Create or reset approval workflows.
• Refresh invoice data.
• Send approval reminders.
• View, edit, or delete invoices.
• Log new receipts.

Note: The visibility of fields, tabs, and information in Corpay Complete is determined by a Company’s configuration and the roles assigned to users. As a result, certain pages, information, and features may not be accessible or the information may be available in a view-only format.

Action Area

The top of the All Invoices tab contains several action buttons, which are described below.

Field	Description
A – Bulk Action	Click the Bulk Action drop-down to choose from the following options: Create/Reset Approval Workflow – Click this option to create or reset an approval workflow. Refresh all invoices – This option refreshes all invoice data in the All Invoices grid. Send Approval Reminder – This option sends an approval reminder to approvers. Force Sync Invoice to ERP – This option forces a synchronization to the Customer’s ERP.
B – Quick Filters	Click the Quick Filters drop-down to choose from the following options: Clear Filters – This option clears all filters from the All Invoices grid. Reset Grid – This option resets the All Invoices grid to its default state. No PO Specified – This option filters the All Invoices grid by invoices without a purchase order attached to them. No Vendor Specified – This option filters the All Invoices grid by invoices that do not have a Vendor. Outstanding – This option filters the All Invoices grid by outstanding (unpaid) invoices. This Month – This option filters the All Invoices grid by invoices from the current month. This Year – This option filters the All Invoices grid by invoices from the current year. This Quarter – This option filters the All Invoices grid by invoices from the current quarter. Last Quarter – This option filters the All Invoices grid by invoices from the previous quarter.
C – + Add	Click the + Add button to create a new invoice manually via the Add Invoice dialog. Note: The + Add button is only available to invoice users with an admin role.
D – + Request	Click the + Request button to request a new invoice via the Add Invoice dialog. Note: The + Request button is typically used by staff users to request a new invoice.
E – Export Invoices	Click the Export Invoices  icon to export invoices to a comma-separated value (CSV) file.
F – 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.
G – Toggle Filter	Click the Toggle Filter  icon to show or hide the filter fields for each column.

All Invoices Grid

This section describes the columns in the All Invoices grid.

Note: The visibility of columns depends on selections made in the Column Editor.

All Invoices Grid – Part 1

This section describes the first half of the columns in the All Invoices grid.

Field	Description
A – Number	This column displays the invoice number. Click the Number link to open the Invoice Details page.
B – Vendor	This column displays the Vendor’s name. Click the Vendor Name link to open the Vendor Details page.
C – PO Numbers	This column displays the purchase order number(s). Click the PO Numbers link to open the Purchase Order Details page.
D – Date	This column displays the invoice creation date.
E – Due Status	This column displays the invoice’s status: 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 is 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: Paid (Pending) – This status means that the payment has been generated for the invoice but is pending payment approval. Paid (Approved) – This status means that the payment has been approved. Paid – This status means that the Vendor has received the payment.
F– Amount	This column displays the invoice amount.
G – Open Balance (Oustd – Pending)	This column displays the open balance of the invoice, which is calculated by subtracting the Outstanding Balance from the Pending Balance.
H – Outstanding Balance	This column displays the invoice’s Outstanding Balance.

All Invoices Grid – Part 2

This section describes the second half of the columns in the All Invoices grid.

Field	Description
I – Projects	This column displays the project(s) associated with the invoice.
J – Open PO Balance	This column displays the balance of open purchase orders connected to the invoice.
K – Status	This column displays the status of the invoice. Refer to the Invoice Status Meanings article for more information about invoice statuses.
L – External ID	This column displays the unique identifier that is created once the invoice is synchronized to the ERP system. If the field is blank, it means that the invoice has not been synchronized to the ERP or has not been synchronized yet.
M – Final Approver	This column displays the name of the person who has or will have the ultimate authority to approve the invoice.
N – Payment Method Type	This column displays the type of payment method that was or will be used to pay the invoice.
O – Final Approval Date	This column displays the date the final approval was received for the invoice.
P – Action	This column displays the following Action icons. The availability of icons depends on the invoice’s status: 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 open the Message dialog where the following options are available: Internal Chat – Use this tab to send an internal message to the invoice submitter or approver(s). Vendor Chat – Use this tab to send a message to a Vendor or respond to a message. To inform users about the internal or Vendor-facing message, key in their names in the Notify User(s) field. If no user is added to the Notify User(s) field, only users with admin roles will receive a notification of a new message. Delete – Click the Delete  icon to delete the invoice. Submit for Payment Approval – Click the Submit for Payment Approval  icon to submit the invoice for payment approval. Note: This icon will only display for Direct Banking customers. Log New Receipt – Click the Log New Receipt  icon to open the Log New Receipt page, where users can upload a receipt for the invoice.
Q – Column Editor	Click the Column Editor  to display the following options: Export all data as csv – This option exports all data into a downloadable CSV file. The CSV file includes both visible and hidden columns from the Column Editor. Export visible data as csv – This option exports visible data in the All Invoices grid into a downloadable CSV file. Hidden columns are not included in the CSV file. Columns – This option includes or excludes columns from the current grid. Columns with a check  icon are currently visible while columns with an X  icon are hidden. Click the  icon to add a column to the grid. Click the  icon to remove a column from the grid.