Creating an AP Invoice from Templates

Permissions

Creating an AP Invoice from Templates only appears if AP Invoice is included in your permissions.

  1. Select NewAPInvoice AP Invoice - From Templates under CreateDocument Create a new document on the Top Menu Bar. See Creating a New Document.

    The Templates form displays.
    APInvoiceFromTemplateAddNew

  2. Search for the template to use.

  3. Click the Inv button on the template row you want to use and enter the AP Invoice details in the Create AP Invoice pop-up box.

    Details
    CreateAPInvoice

    1. Select a Vendor from the Vendor look-up.

    2. Type in the Invoice Number.

    3. Select the Terms Code from the drop-down list.

    4. Update the Currency, if required.

    5. Click OK.

    The new AP Invoice is created and opens on the page: AP Invoices [AP Invoice Number].

  4. Complete the AP Invoice Details before submitting the AP Invoice. See Viewing and Editing an AP Invoice.