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xSuite Invoice Cube User Guide

  • xSuite Invoice Cube User Guide
  • Payment Requests
  • Creating a Payment Request in xSuite Web

Creating a Payment Request in xSuite Web

  1. Open the xSuite Web Business Workplace. For more information, see Opening Your xSuite Web Business Workplace.

  2. Click the button Back to dashboard.

    ➣ Your dashboard will open.

  3. Click on the Payment Request tile.

    ➣ The Payment Request view will open.

    web_zahlungsanforderung_selektion_invoice.png

  4. From the drop-down list on the left, select a company code.

    web_zahlungsanforderung_buchungskreis_invoice.png

  5. In the drop-down list on the right, select a document type.

    web_zahlungsanforderung_belegart_invoice.png

    Notice

    Depending on the document type selected, different fields will be available in the Header data area.

  6. In the Header data tab, specify the general data for the payment request.

    Notice

    The following fields must be populated: Amount, Currency and Vendor

  7. If necessary, click the button in the Item Data tab DE_AVAG_5Web_NeueZeile.png Plus to add a new item.

  8. If necessary, click the Choose file button in the Attachment section of the Header data tab and the Attach web_anhang_hochladen_button.jpg button to upload attachments.

    ➤ The added attachments will appear in the following list:

    web_zahlungsanforderung_anhang_liste.jpg

  9. Click Haken.png Create.

    ➤ The payment request will be created and transferred to the Invoice Monitor.

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