Create and Submit a Goods or Rate-based Invoice

This guide provides a step-by-step process for creating and submitting a goods or rate-based invoice, making it an essential resource for anyone involved in invoicing. By following these detailed instructions, users can streamline their invoicing tasks, ensuring accuracy and efficiency. Whether you're new to the system or looking to refine your skills, this guide simplifies the process and helps avoid common pitfalls. Viewing it will enhance your invoicing proficiency and save you time.

Cedric McCree
21 steps
2521 minutes

Firefox

Oracle Cloud

Click "Supplier Portal"

Click "Create invoice" under the Additional Links section.

Click "Search: Identifying PO" and select the PO you wish to invoice against. Once the PO is selected, the left column will self-populate.

Click "Search: Remit-to Bank Account" and select your bank account. Note, you must have already defined bank account in your Company Profile. you can't define it here.

Select your bank

Click the Plus sign to add an attachment of the invoice you are submitting.

Click "the Browse tab." to go to where your files are located.

Double-click "Name" to attach the file.

Once the title fills in, Click "OK"

Click "Number" and enter your Invoice number from your document.

Enter the date when the work was completed.

In the Lines section, Click "Select and Add"

Click the space at the beginning of the line to select it. To select all the lines, click the Select All tab.

Click "Apply"

Click "OK"

Press [[Tab]]

For Goods, only the Quantity field will be open. Click "Quantity" and over-type with the correct count.

Press [[Tab]]

Go to the top of the page and Click "Submit"

You will receive a submission confirmation. Click the "X" to end the message.

Click Done to go to the previous page.

Create and Submit a Goods or Rate-based Invoice

Cedric McCree
21 steps
2521 minutes

Firefox

Oracle Cloud

Click "Supplier Portal"

Click "Create invoice" under the Additional Links section.

Click "Search: Identifying PO" and select the PO you wish to invoice against. Once the PO is selected, the left column will self-populate.

Click "Search: Remit-to Bank Account" and select your bank account. Note, you must have already defined bank account in your Company Profile. you can't define it here.

Select your bank

Click the Plus sign to add an attachment of the invoice you are submitting.

Click "the Browse tab." to go to where your files are located.

Double-click "Name" to attach the file.

Once the title fills in, Click "OK"

Click "Number" and enter your Invoice number from your document.

Enter the date when the work was completed.

In the Lines section, Click "Select and Add"

Click the space at the beginning of the line to select it. To select all the lines, click the Select All tab.

Click "Apply"

Click "OK"

Press [[Tab]]

For Goods, only the Quantity field will be open. Click "Quantity" and over-type with the correct count.

Press [[Tab]]

Go to the top of the page and Click "Submit"

You will receive a submission confirmation. Click the "X" to end the message.

Click Done to go to the previous page.