Page 1 - How do I Add Attachments to an Invoice

Add Attachments to an Invoice

How do I Add Attachments to an Invoice?

Overview

Compass allows you to email attachments to a customer along with the invoice. This job aid walks through how
to add attachments to an invoice.
The system requires the following for emails to be sent to the sponsor:
 A contact should be defined for the sponsor.
 An email address must exist for the sponsor contact.
 The sponsor address location and contact should be associated on the contract bill plan detail page.
For detailed steps on creating the sponsor contact and assigning the contact to a location, refer to the Job Aid:
 How do I Setup an Email Address to Receive Invoices for an Existing Customer?

 Any supporting documents must be attached to the Bill header prior to running the Finalize process (BIJOB03K)

Navigation

Navigator > Billing > Maintain Bills > Standard Billing

Use the Standard Billing page to search for an existing bill and to add supporting documentation to an invoice.

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1. Enter GRANT in the Business Unit field.

2. Enter the appropriate Invoice number.

3. Click the Search button.

The Billing Header- Info 1 page is displayed.

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Emory Confidential and Proprietary Last Revised on 2/19/2018 Return to Table of Contents