The Create Invoice screen streamlines the process for, submitting invoices against existing Purchase Orders (POs) or creating invoices that generate a retrospective (retro...

The Retrofit Invoices feature allows users with the Create Invoices role, to create and submit an invoice. Even if a matching Purchase Order (PO) does not yet exist, in th...

When a community needs to issue a credit against a previously processed invoice, they can create a Credit Invoice. This action requires the user to have the Create Invoice...

An invoice may need to be cancelled if it was entered incorrectly or if it failed the matching process. Users with the Create Invoices, Community Administrator, or Create ...

Users with the Community Administrator, View Transactions, or Create Invoices role can view invoices for community Purchase Orders (POs). The community can also configure ...

Export invoices to download existing data, and import invoices to upload or update records in bulk. Use these features to move invoice data between systems or manage large ...

The Comments tab within an invoice serves as a valuable collaboration tool. Allowing users to view existing notes post commentary, and ask questions pertaining to the invoi...

The Invoice Administration module allows communities to configure how invoices that fall outside the defined matching tolerances are handled (manually or automatically), b...

When an invoice requires initial acceptance from a buyer (e.g., for a retrofit or blanket order), the buyer will receive an email notification and can action the invoice fr...