View a vendor invoice

  1. Open the View Vendor Invoice screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. If needed, in the Vendor field, do one of the following:

    • Enter the name or code of the vendor for the invoice you want to view.

    • Click to select the vendor for the invoice you want to view from a Lookup List.

  4. In the Invoice field, do one of the following:

    • Enter the number of the invoice you want to view.

    • Click to select the invoice you want to view from a Lookup List.

  5. Press Tab.
  6. Complete the fields as described on the View Vendor Invoice Screen Field Reference.

    • If you want to attach a scanned copy of the invoice you received from the vendor, complete the following steps:

      1. Click Attach.
        Note: ProContractor considers the file attached using the Attach button to be the invoice received from the vendor. You can view it, print it, or attach it to an e-mail from the View Vendor Invoice Log.
      2. Navigate to the invoice file, select it, and click Open.
      3. A new record is created for the invoice file in the Binder tab with a document type of DOCFILE and a description of Vendor Invoice [vendor code] [invoice number]. If needed, use the Binder tab to manage the details of the invoice file.
        Tip: You can change the invoice file by clicking Attach and selecting a new file. However, you cannot delete the vendor invoice binder item.
      4. Select the E-mail on Save of Document checkbox to attach the invoice to an e-mail when you save the invoice.
        Note: All contacts on the Document Routing tab with a value for the E-mail As field are included as addressees on the e-mail.
        Tip: You can also attach the invoice file by dragging and dropping the file onto the Attach button. If you have Viewpoint Advanced Image Manager installed, you can drag and drop pages directly from Advanced Image Manager to the Attach button. Click Bulk Scanned Invoices on the quick link bar to open the Advanced Image Manager. Using either method will replace the original document file on the Binder tab.
  7. Click Save Invoice.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.