how do I submit an invoice?

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  • Updated 6 years ago
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How do I submit an invoice for payment?
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Tom Pilloud

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Posted 6 years ago

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Stephanie Conley, Alum

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Hello Tom!

Thank you for your post! You can submit an invoice for payment by doing the following:
  • Sign in to
  • Click on 'WebForms' at the top of your screen
  • Open the PO you'd like to create an invoice for - you can do so by clicking on the ID number
  • Once open, click the orange Next Steps arrow in the top, right corner of your screen
  • Select Invoice
  • Input an Invoice number in the blue outlined field
  • Click on the Item tab at the top
  • Click on the purple '+' to source in your item: please double check that the information is correct
  • Click on the Summary tab at the top to double check your total is correct
  • Click on the 'check' button at the bottom of the screen
  • If everything is correct, you may send your document!
Please let me know if you have any other questions!
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Ginette Lavigne

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How do I invoice for a PO that is not on EDI?
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Paul, Alum

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new issue Please reference the new topic here: How do I invoice a non-EDI PO?

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