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CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
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From the portal homepage, select Create Invoice.
Select Create Non-PO Invoice.
Select the correct business unit
Enter the following invoice header information:
Invoice Number - special characters and spaces are allowed.
Invoice Date - invoice backdating is not allowed.
Customer Tax Identifier - this field is mandatory.
Contact Name - also a mandatory field.
Edit the line item Description, Unit, Quantity, Unit Price that you need to invoice.
Note - To add additional line items in the invoice, select Add Line. Also, if items are highlighted red, means they are required to be filled out.
5 - Select Upload Attachment to attach supporting documentation to your invoice. You can also add an Invoice delivery note and a comment for your customer. Restocking Fee is only used when creating a credit memo.
The currency should always be USD.
6 - Select Submit Invoice. Once the invoice is submitted, you can track the status by going to the My Invoices section of the portal.
Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.
Use the email notification settings feature to manage your AR email notifications.
Information on how to address suppliers with Needs Attention status in the Buyer UI.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
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Easily view and download AR Financing payment data from the Receivables Payments page.
Vanessa, Technical Services Manager