› Kofax MarkView Self-Service Invoice › Quick start: Create and submit an invoice

Quick start: Create and submit an invoice

  1. On the Invoice List page, click New Invoice. Select an invoice type, organization, and if applicable, invoice subtype. For more information, see the Select Invoice and Organization Type page.
  2. Enter the invoice header information. The invoice header includes information such as the supplier, invoice amount and invoice date. For more information, see the Invoice Header page.
  3. Enter invoice lines. An invoice has one or more line items that describe how the expense of the invoice should be accounted for in Oracle Applications. The total of the distributions must be the same as the invoice amount, unless Oracle has been configured to automatically calculate tax amounts. For more information, see the Invoice Line page.

    After you enter the invoice lines, SSI validates the invoice and indicates if errors exist in the data you entered.

  4. If necessary, review and edit the invoice and distributions. For more information, see the Invoice Overview page.
  5. Submit the invoice. On the Invoice List page, select the check box for the invoice and click Submit Invoices. For more information, see the Select Invoice and Organization Type page.

    You can select and submit multiple invoices.

  6. Click the Scan bar code icon to generate a cover page for scanning the invoice and associated documents. Click the Email icon to send the invoice and associated documents in an email message.
  7. Click Request Status to track the progress of your invoice. For more information, see the Request Status page.