Add Invoice Annotations and Stamps

Follow these steps to add an annotation or stamp to an invoice on the Invoice Review page.

a System Admin must enable Invoice Annotations and configure your account's invoice review permissions. For more information, see Enable Invoice Annotations and Stamps.
  1. Select Financial Controls > Invoice Review > Select invoice to edit.
  2. Select Add Invoice Attachment to open the Add Annotation window. Below is an overview of the basic controls for the attachment window. Review the overview below for an explanation of the basic controls.
    Field Description
    (A) Add Text Add annotation text, select font size (S, M, L), and select color.
    (B) Add a Stamp Select a stamp to add.
    (C) Position on Page Select the position on page for the annotation or stamp.
    (D) Page dropdown menu Select which page the annotation or stamp is applied to.
    (E) Add Annotation Assign the annotation or stamp to the page and make it a Pending Annotation.
    (F) Return to Invoice Save all pending annotations or stamps and return to the Invoice Approval page.
    (G) Cancel Cancel changes made and return to the Invoice Approval page.
  3. Select Add Annotation to add the appropriate attachments to the invoice.
  4. Select Return to Invoice to save all changes and return to the Invoice Approval page.