Invoices
Manage supplier invoices
37 articles
- How to send an Invoice for Review?Send a non-PO invoice for review so someone can check or edit the details before it goes for approval.
- How to Void an approved Invoice?If an invoice is generated incorrectly, you can void it instead of deleting it. This way you will still have a record of the invoice.
- How to resolve the "Receipt Required" exception in an Invoice?This guide explains how to resolve a Receipt Required exception.
- How to resolve "Quantity" Exception in an Invoice?Resolve a quantity exception on an invoice, raised when the vendor invoices more units than were ordered.
- How to resolve the "Unit Price" Exception in an Invoice?Resolve a unit price exception on an invoice, raised when the invoiced unit price is higher than the order price.
- How to import invoices using a SpreadsheetImport invoices into ProcureDesk in bulk from a spreadsheet using Import Invoices on the Pay, Invoices page.
- How to Create a Recurring Invoice?This guide explains how to set up a recurring invoice in ProcureDesk.
- How to Set Up ProcureDesk to Receive Invoices via Email?Forward invoices from your existing AP mailbox to ProcureDesk so they are added automatically.
- How to update who receives the email notification for sync issues/integration failures?Receive immediate alerts about any integration failures, allowing you to take prompt action and address any issues.
- How to Delete a Rejected Invoice?This guide explains how to delete an invoice in ProcureDesk, helping you manage your invoices efficiently.
- How to send Invoice received confirmation to Suppliers?Email suppliers a confirmation automatically once their invoice is received in ProcureDesk.
- How to remove PO-Invoice association?Remove the wrong PO from an invoice when it was linked to the wrong purchase order by mistake.
- How to resolve the "Couldn't Load Plugin" error?Fix the Chrome 'Couldn't Load Plugin' error that appears when opening invoice PDFs in ProcureDesk.
- Why the system only extracts the first page of the invoice?Learn why ProcureDesk only reads the first page of an invoice. Multi-page OCR is an add-on you can request from support.
- How to send an invoice for integration?Fixed errors on an invoice that failed to sync to your ERP? Follow these steps to export the invoice to your accounting software.
- How to check Invoice Logs for Invoice Email Tracking?Track and manage your invoice emails, and view logs for successfully imported and failed invoices, along with reasons for any failures.
- How to edit multiple lines on an Invoice?Need to make multiple edits to the line items in an invoice? Use this "multi edit" feature.
- How can we apply a Credit Memo to an Invoice?This guide will walk you through the steps of applying a credit memo and ensure the customer's balance is updated correctly.
- How to Mark an Invoice as Disputed?Mark an approved invoice as disputed in ProcureDesk when there's a discrepancy or issue that needs to be resolved before payment.
- Enabling Auto-Update of Pending Invoice Date to the Next Open Month in ProcureDeskAutomatically move pending invoices to the first day of the next open month when the current accounting month is locked.
- How to Enable and Use the Month-End Lock Feature in ProcureDesk?Enable month-end lock so AP admins can close the books for a month and no new invoices can be posted to that period.
- How to Manage Access for Locking/Unlocking the Accounting Month in ProcureDesk?Control who can lock and unlock the accounting month in ProcureDesk, while others can still see the lock status and audit history.
- How to Lock and Manage the Accounting Month in ProcureDesk?Lock an accounting month in ProcureDesk once it's closed so no further changes can be made to transactions in that period.
- Sync Error "Another Objectstore with '' already exists [Support ID: adOmOWEB031%7EZ1BwYP5h0ML4Lqb-MszDfQAAABE] Could not create objectstore record. Use a unique value instead."This guide explains how to resolve the sync error caused by duplicate attachment names when syncing invoices in ProcureDesk.
- Guide: Duplicate Invoice FeatureThis guide provides instructions for accessing the feature, resolving common issues, and maximizing its use.
- Error: Something went wrong, please reassign the values.This error pops up while trying to submit an invoice.
- Error: Something went wrong, please reassign the values.Fix the 'Something went wrong, please reassign the values' error, usually caused by a blank line-item Description field.
- How to create Pre-Payments (advance payments)?Record a pre-payment (advance payment) against a purchase order so ProcureDesk accounts for it when the invoice arrives later.
- How to Assign Multiple Purchase Orders to a Single InvoiceProcureDesk allows you to assign multiple Purchase Orders (POs) to a single invoice, provided the required company setting is enabled. This article walks you through the complete process: from enabling…
- How do vendors get notified when their invoices are paid?Email each vendor a daily summary of invoices paid to them from ProcureDesk, so vendors stop contacting AP to confirm payment status.
- How to Use Vendor Statement MatchingReconcile vendor statements against ProcureDesk invoices: upload a statement, map its fields, and review matches and discrepancies.
- How to use the Invoice Aging tab in ProcureDeskUse the Invoice Aging tab to see unpaid invoices grouped by how overdue they are and by vendor, then filter and take bulk actions.
- How to filter and save invoice viewsFilter the Invoices screen by status and other criteria, then save and favorite the view for one-click access to the same invoice list later.
- Supplier W9 Compliance CheckBlock invoices for suppliers with an expired W-9 by turning on the W-9 compliance check in ProcureDesk, so no invoice goes through without one.
- How to use AI Classification for Non-PO InvoicesUse AI classification on non-PO invoices so ProcureDesk suggests line-item coding from your company's own patterns, with a confidence score on each.
- How to Use Vendor Collaboration for InvoicesMessage a vendor from the invoice page in ProcureDesk and keep the whole conversation attached to that invoice, with no email back-and-forth.
- How to Create an Invoice from the ProcureDesk Mobile AppSnap a photo of a paper invoice in the ProcureDesk mobile app to create it on the spot and send it into your normal invoice approval workflow.