Creating a Credit Card Invoice without Credit Card Charges

In Certify AP, there are various ways to indicate a purchasing invoice that has been paid with a credit card. You will need to have either a credit card charge assigned to you, or have an assigned credit card with uploaded charges.

This article shows you, a Certify AP User with the Purchasing Card, how to submit a credit card invoice.

1. On your Certify AP dashboard, under My Submissions, click the Create button. Select New Invoice from the drop-down menu. 

2. The Submit Invoice page opens. Click one of the two buttons at the top of the page: Select a Vendor or Enter a PO Number. Enter a date for the Invoice and enter an Invoice Number.

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3. Click Create Invoice.

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4. Click Edit in the Invoice Header.

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5. In the Pay with Credit Card drop-down, click the credit card that the invoice was paid with.

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6. Click Save Changes.

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The information is now saved. View our article on Submitting a Purchasing Invoice for further information.

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