Create Custom Invoice Codes

Custom invoice codes signal users to take action according to their organization's business processes. eInvoicing for Providers doesn't process custom codes, but a Provider Admin can add them and add them to custom routing rules.

Example: Your organization creates a custom invoice code for “Hazmat” handling. Your Provider Admin then creates a custom routing rule that focuses on the Hazmat custom code and routes the invoice to a specific individual who handles those.

1. Click the Admin tab.
2. Click the Custom Codes for Invoices link. The Custom Invoice Codes page opens.

   

3. Type 1 in the Priority field if this is your first customer invoice code or prioritize codes that have already been created.
4. Type a name in the Code field.
5. Click Add Code.
6. Click Save Changes.