Creating a Blanket PO Invoice from a Blank Form

The Collector user requires Create/Edit Invoices permission added to the role.

To create a blanket PO invoice from a blank form:

From the Open Blanket PO page, click the Create Invoice button at the top or bottom of the page.

- Select From a Blank Form from the list box.
- Select the Payer name from the list box.
- Select your Remit to Account from the list box.
- Select a Non-PO Invoice Presentation from the list box.
- Select the Bill To Address from the list box.
- To enter a different shipping address than the bill to address, click Ship To and enter the shipping address information.
- Click OK to open a New invoice form.

Enter the unique invoice number that supports integration with your source ERP system. IPP validates for uniqueness within Collector account. If the invoice number is not unique within the Collector account, an error message appears.
The check boxes preceding each line item indicate an active (checked), or inactive line. Select the lines to be included in the invoice.

Note: You must check at least one line item per invoice.

Enter the Service Date From and To dates.
Enter the quantity to invoice in the QTY (Required) field.
Enter the item cost in the Unit Price (Required) field.
Select a unit of measure from the U.O.M. field.
Enter comments in the Comments box (may be required by agency).
Click Submit to enter the invoice.

Note: If your company’s Collector Administrator configured a submission time delay, your submitted invoice remains in a Pending Submission state until the time elapses. While in the time delay, the invoice is available for review, editing, and voiding. You can also upload attachments. When the time elapses, IPP submits the invoice to the agency.