Creating a Payable Invoice from a Scanned Payable Document

To create a payable invoice record from the scanned payable document, ensure that the documents contain the correct information. If the information within the document is incorrect, the processing of your scanned payable document will fail and errors are displayed. Once the errors are corrected, you can manually create a payable invoice from a Scanned Payable Document Lightning record page if you have the Accounting - Payable Invoice permission set or you can contact your Administrator.

To create a payable invoice using the information of the scanned payable document with the “Confirmed” status:

  1. Navigate to the Scanned Payable Documents tab.
  2. Click the scanned payable document from which you want to create a payable invoice.
  3. Click Create Invoice to create the payable invoice. If the Create Invoice button is not visible, contact your administrator.
  4. Click Create. The system will validate the payable invoice document to ensure everything is correct. The payable invoice will be created, displaying the record name in the success message. You are redirected to the payable invoice if you have Accounting - Payable Invoice permission set assigned. If you fail to create the payable invoice, an error is displayed.

The scanned payable document associated with the payable invoice created is displayed in the Scanned Payable Document field of the Payable Invoice object in Accounting. For more information, see Payable Invoice Fields.

Notes:
  • After the invoice document is processed, a PIN is generated. If there are errors, a notification with the relevant scanned payable document number is displayed. Check the errors on the scanned payable document by clicking the notification.
  • If the invoice total does not match the payable invoice and the related scanned payable invoice document, an error notification will be displayed. You can review the tax on the payable invoice lines before posting it.
  • After the payable invoice is created, the invoice documents on the scanned payable document will be linked with the created payable invoice.
  • If you change any of the selected header fields, the OCR provider will receive feedback and use it to improve its ability to recognize and accurately extract information from similar documents in the future.