2.1.1.1 Create Online Invoice

This topic provides systematic instructions to create the Online Invoice.

Creation of invoices is an important transaction provided on the Portal. Using this option, corporate users can create single or multiple invoices online for the buyer in the Supply Chain Finance program.

Post submission of the invoice, an option is provided to save the content as a Template. The template can be reused for creating invoices for the same corporate party.

Once the user creates invoices, they must be approved by an approver (if the approval flow has been set). The designated corporate approver is notified. The approver can either approve or reject the transaction. In case of rejection, the approver can send the transaction back to the corporate user (maker) to make the required modifications and re-submit it for approval.

User must have valid corporate login credentials.
To create invoice(s) online:
  1. Perform any of the following actions:
    • From the Dashboard, click the Toggle Menu, then click Receivables/Payables, Receivables/Payables Management, and Create Receivables/Payables.
    • From the Dashboard, click the Toggle Menu, then click Supply Chain Finance, Overview, Quick Links, and Create Invoice.
    The Create Receivable/Payable screen appears.

    Figure 2-1 Create Receivable/Payable


    Description of Figure 2-1 follows
    Description of "Figure 2-1 Create Receivable/Payable"

    Table 2-1 Field Description

    Field Name Description
    Party Name & ID Displays the name and ID of the logged-in corporate party.
    Invoice/Debit Note Select the Invoice option.
    Online Invoice Creation Indicates the option to create invoice records by manual entry of invoice details.
    Invoice Creation with Document Upload Indicates the option to create an invoice record by uploading the actual invoice document image.
    Bulk File Upload Creation Indicates the option to create bulk invoice records through file upload.

Parent topic: Invoices