Accept/ Reject Invoice

Using this option you can as a Buyer can accept and Reject invoices to convey the agreement or disagreement to pay the invoice.

Note: The corporate user as a Buyer and invoice having status as Initiated can only accepted or rejected.

Pre-Requisites

User must be having a valid corporate login credentials for creation of program.

You are here How to reach here:

Dashboard > Toggle menu >Supply Chain Finance > Invoice Management > Accept / Reject Invoice

To accept / reject invoice(s):

  1. On navigating to screen list of invoices raised on the corporate party appears.
  2. In the Search By field, enter the supplier name or party name to search the invoice based on criteria.
  3. Click Search. The based on search criteria the list of all the invoices with status as 'Raised' where the corporate is the 'Buyer' appears.

Field Name

Description

Party Name & ID

Displays the name and ID of the corporate party.

Search By

Enter the supplier name or party name to search the invoice.

Invoice List

Checkbox

Select checkbox against one or multiple invoices to accept or Reject it.

Counterparty Name & ID

Displays the name of the corporate who is the supplier.

Program Name & ID

Displays the name of the program, in which invoice has been raised.

Invoice No

Displays the invoice number. Click on the link to view the generated invoice.

Invoice Amount

Displays the amount of the invoice.

Due Date

Displays the due date of the invoice.

Status

Displays the status of the invoice.

Comment

Enter the remarks if any while accepting / rejecting the invoice.

Note: Remarks are mandatory to add for rejecting invoices.

Amount

Displays the amount of the invoice.
  1. In the Comments field, enter the remarks if any while accepting / rejecting the invoice.
  2. Click Accept to accept the selected invoice(s).
    OR
    Click Reject to reject the selected invoice(s).
    OR
    Click Back to navigate back to previous screen.
  3. The review screen appears. Verify the details, and click Confirm.
    OR
    Click Back to navigate back to previous screen.
    OR
    Click Cancel to cancel the transaction.
  4. The success message of request initiation of accept/ reject invoice (s) appears along with the reference number.
  5. Click on the Click here to view the Status of your request link to view the list of created invoices with their status.
    OR
    Click on the View Program link to view the details of existing programs. The View Program screen appears.
    OR
    Click on the Supply Chain Dashboard link to go to Supply Chain Dashboard.
    OR
    Click on the Back to Main Dashboard link to go to main dashboard.

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