Creating an Invoice from a Blank Form

IPP allows the creation of invoices when no purchase order exists, if the vendor’s agency supports the creation of invoices from a blank form. The Collector user's role must have Create/Edit Invoices permission.

To create a non-PO invoice:

1. From the Invoices tab, click the Create Invoice button to advance to the Create Invoice form.
2. Do the following:

1. • Select From a Blank Form from the drop-down list.
   • Select Payer Name (agency) from the drop-down list.
   • Agency Name defaults.
   • Select the Remit to Account (vendor) account where payment is to be made.
   • Select an Invoice Template (generally, a non-PO presentation).
   • Select the Bill to Address.
   • Optionally, select enter a Ship to Address.

3. Click OK. The New Invoice page appears.
4. Complete the invoice by doing the following:

1. • Enter an Invoice Number (Required) in the field.
   • Select a Payment Term.
   • Select an INV Line # and enter a description of the item.
   • Enter the quantity in the QTY (Required) field.
   • Enter the Unit Price (Required) for the item.
   • Select a U.O.M. (unit of measure)
   • Enter comments in the Comments box.

5. Click Submit.

Note: If your company’s Collector Administrator configured a submission time delay, your submitted invoice remains in a Pending Submission state until the time elapses. While in the time delay, the invoice is available for review, editing, and voiding. You can also upload attachments. When the time elapses, IPP submits the invoice to the agency.

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