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Creating an Invoice Package

You create an invoice package by selecting and adding one or more invoices to it. The invoices that you can add to an invoice package depend on the invoice package's workflow state. An invoice can only belong to one invoice package at a time.  A convenient way to select invoices for inclusion in an invoice package is to choose them based on their cost period or their creation date.

If you add invoices that have already been released for payment to the invoice package, those invoices are not affected by any operations that you perform on the invoice package.

Your security role must have permission to create invoice packages and to read invoices. For more information, see "About Security Permissions".

To create an invoice package

  1. Open the Invoice Package register for the type of invoice package that you are creating (Expense or Revenue).
  2. Click New.

    3. —or—

    Click the arrow next to New to select the template to use. For more information, see "About Document Subtypes".

    A blank invoice package appears. Some information may already be filled in, depending on the template used.

  3. In the Title field, type the title of the invoice package.
  4. If you are performing a workflow action on the invoice package, complete the information required for this action. For more information, see "Invoice Package Workflow Actions" for a list of preconditions for a specific action.
  5. Complete any additional required information. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    6. Please refer to the following for more information on the fields for each page:

  6. Click Save when done.

    7. Proliance saves the new invoice package.

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