Adding an invoice

Use the New Invoice page to add an invoice.

About this task

To add an invoice, complete the following steps.


  1. Select Financials > Invoices.
    The My Active Invoices page appears by default.
  2. Click the Add Invoice icon (Page with plus sign image).
  3. Type information in the fields on the New Invoice page.

    For more information, see New Invoice page.

  4. To add line items, click Save and Edit Line Items.

    For more information, see Adding and editing invoice line items.

    Note: You must add line items to move the invoice out of Draft state, mark it as Paid, and roll up the expenses.
  5. Save the invoice.