If you cannot find an option or field description in this topic, contact a Support employee for guidance.

The fields available on the "Create new" tab depend on your business rule permissions. Not all of the fields described in this help are available for every Invoice Portal user. Many of the undocumented fields require additional configuration on the Support side.

Before you start to interact with invoices, verify that you have completed the initial Invoice Portal setup. Use this checklist to track the required configuration steps for your system.

  1. Adjust your account settings. See Get started.

  2. Adjust settings related to receiving invoices. See Receiving.

  3. (Optional) Connect your suppliers. See Suppliers.

Invoice subtabs

The following links give you general information about using the Invoice tab options:

These links redirect you to Help for Invoice Portal member user.