Invoices and credit notes

An invoice is a document that is issued by a vendor and sent to a buyer. It specifies the product that was delivered and the amount that is to be paid. A credit note is a document issued by a vendor to a buyer, stating that a certain amount has been credited to the buyer's account.

In the portal, each invoice and credit note is represented by a corresponding document. All the available documents are grouped in a Worklist category. Subcategories allow a quick access to documents with a specific status, for example, invoices that are still in draft and the ones that are already paid.

Attachments, if available, provide additional information about the invoices, credit notes and related documents. For more information, see View invoice images and other attachments. You can configure the document types that can be uploaded as attachments to invoices and credit notes. For more information see Configure the upload types.

You can also configure the handling of invoices. For example, determine if the creation of PO-based invoices should be allowed or if during the invoice creation the line items should be copied from the PO. For more information, see Configure general portal settings.

If required, during the invoice creation you can use an option of bank account selection. To enable this option, contact Tungsten Automation Technical Support.