How to Add an Invoice to a Pay Application

Created by Privv Support, Modified on Thu, 14 Nov, 2024 at 1:20 PM by Privv Support

Open the Budgets module.
For any line item that has a value in the Committed column, you are able to add an invoice. Click on the box in the Committed column for the budget item that you wish to add the invoice to.
This will open a pop-up. On the invoice column, you can either Request Invoice from Vendor or create a new invoice yourself. Click New Invoice.
1. Note: For information on how to Request Invoice from Vendor, click here.
Select the Pay Application to associate the invoice with.
Type the description, the amount for the invoice, the Vendor P.O. Number, and the Vendor Application Number.
Attach any documents to include in the invoice.
Click the next arrow in the top right corner.
This will open a screen for you to set the amount allocation. Often, a vendor will be on more than one budget code and cover multiple costs, so this space allows you to allocate the amount across budget codes rather than creating an invoice for each budget code. Enter an amount in the amount box on the far right.
Click the green checkmark.