Apply an invoice number to a payment request

Before submitting a roster for payment, you can apply an invoice number to one or more payment request records. For example, if your organization received an invoice with several names associated with the service, you may want to make sure that all the payment request records for these names reflect the same invoice number in the system and match the paper invoice.

Follow these steps to apply an invoice number to a payment request.

1. From the Home page, click Financial > Payment. The Process Payment Request screen appears.

2. Click Payment/Billing Requests Roster in the link menu. The Payment Requests Roster Search screen appears.

3. Select the Non-approved rosters or Approved rosters option to select the type of rosters you want to update.

4. Complete the Worker and Roster Name fields to select the roster you want to update.

5. Click Search. The roster appears in the search results table.

6. Click Apply Invoice Number. The Apply Invoice Numbers screen appears.

7. Complete the Invoice Number and Invoice Date fields.

8. Select the check box in the Invoice column for each payment request record to apply this invoice number.

9. (Optional) To apply this invoice number to all payment requests, select the check box inside the Invoice column heading.

10. Click Save. You are returned to the Payment Requests Roster Search screen.