Vendor Invoice Bundles *

Select the teal plus button in the upper right-hand corner. When the pop-up appears, complete the form and click Save.

To add invoices to the bundle, open the invoice record(s) and select the Bundle Name from the "Bundle" field, and select "Save".
- Take care to leave the invoice in draft status during this process.
- Once the invoices have been added to the bundle, the invoice status should automatically update to indicate the invoice is included in an Invoice Bundle pending submission.

Method 2:

Create a saved list in the Invoices grid
Select the mass manage tool
Select the checkboxes for the invoices you wish to include in the bundle
Click the teal basket button in the upper right corner.
In the pop-up, select the option to "Create Bundle with Invoices," complete the required fields, and select "Bundle Invoices."

Submitting an Invoice Bundle:

From the Invoice Bundles grid, select the Invoice Bundle needing to be submitted
Use the workflow button to update the status to "In Progress"
- The status should remain "In Progress" until all invoices to be included in the bundle have been added.
- All invoices in the bundle should remain in the status indicating the invoice is included in an invoice bundle pending submission.
Once all applicable invoices have been added to the bundle, use the workflow button to submit the invoice bundle.
- This action should cause each of the individual invoices included in the bundle to update to Submitted status.
Invoice bundles are then reviewed and approved as one consolidated invoice.
- Payments are applied to invoice bundles as a whole. Once the balance of the bundle is $0.00, all invoices included in the bundle will update to Paid status.
  - Partial payments to the bundle will not cause individual invoice statuses to update until the final payment is made to the bundle, resulting in a $0.00 balance due.