› Invoices › Create an invoice manually

Create an invoice manually

  1. Click New Invoice.

    The New Invoice window opens. The list contains only those types of invoices that you have permission to create.

  2. Select <Organization> and <Invoice Type> and optional <Subtype> and click Next.

    The New Invoice Header window opens.

  3. Click Select Supplier.

    The Select Supplier window opens.

    To filter the supplier names, enter a <Supplier Name> or <Number> and click Filter.

  4. Select the <Supplier Name> for the invoiced charges.

    The Supplier Site window opens.

    To filter the supplier sites, enter a <Supplier Site Code> and click Filter.

  5. Select the <Supplier Site Code> that provided the invoiced charges.

    The New Invoice Header window returns and displays additional fields.

  6. Enter the header information for the invoice and click Save.

    The fields on the New Invoice Header window vary depending on your system, but may include:

    Invoice Number

    The unique invoice number. The system may generate a default value.

    If a supplier assigned an invoice number, and your system is configured to allow you to modify invoice numbers, enter the invoice number assigned by the supplier in place of the default value.

    Invoice Amount

    The total cost for this invoice.

    Invoice Date

    The date on which the invoice was issued.

    Terms

    The terms for payment of the charges on this invoice.

    Pay Alone

    Optional. Specifies that only one check should be issued for this invoice. Otherwise, this invoice may be paid in a batch with other invoices for this supplier.

    Payment Method

    The method used to pay the invoice.

    Pay Group

    Optional. The group with which this invoice is associated. In most cases the pay group determines when and how the invoice is paid.

    Currency

    The currency for the charges on the invoice.

    Payment Currency

    The currency used to pay the invoice.

    Auto Calculate Tax

    Optional. Auto Calculate Tax specifies that Oracle automatically calculates the tax amount for this invoice.

    Descriptive Flex Fields

    Optional. These are custom fields for information specific to your organization.

    Approver

    The name of the Accounts Payable user who will verify that this invoice is payable after it is submitted.

    Description

    An optional description that will appear in the header for this invoice. Although Description always appears, this field can be left blank.

    Fields marked with a * are required.

  7. Add invoice lines. See Create invoice lines.

    After you add the invoice lines, your invoice is ready to submit. See Submit invoices.