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 assigned credit card charges, how to submit a credit card invoice.
Step 1: On your Certify AP homepage, under the In-Progress box, click Card Charges unmatched.
Step 2: The Match Charges page opens. Click the charge to match to an invoice, then click Matched to an Invoice.
Step 3: The Submit Invoice page opens. Click one of the two buttons at the top:
- Select a Vendor: Choose this if the Invoice contains items from multiple Purchase Orders.
- Enter a PO Number: Choose this if the Invoice contains items from one Purchase Order.
If you choose Select a Vendor, choose the vendor's name from the list below. If you choose Enter a PO Number, enter the Purchase Order Number in the Enter PO Number field.
Step 5: Enter a date for the Invoice in the Enter Invoice Date field.
Step 6: Enter a number for this invoice in the Enter Invoice Number field. You can also click the generate icon to have Certify AP generate a number for you.
Step 7: Click Create Invoice.
The Submit Invoice page opens. View our article on Submitting a Purchasing Invoice for further information.