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Create an AP invoice without a purchase order with taxes from Tax Determination

Learn how to add taxes from Tax Determination to a single- or multiple-line Accounts Payable (AP) invoice that is not linked to an existing purchase order.

  1. Go to Payables > Invoices.
  2. Click the Tasks icon, then click Create Invoices in the Invoices section.
  3. On the Create Invoice page, enter the required information in the Invoice Header section.
    Required fields are marked with an asterisk.
  4. Expand the Lines section and enter the required information in the first line.
  5. Optional: Repeat the previous step to add multiple lines. To add a ship-to address to a line item, enter an amount and select the ship-to location by clicking the arrow next to the Ship to Location field.
    You can add a ship-to location to a line item by clicking the arrow next to the Ship to Location field.
  6. Click Refresh.
    You may get a warning if the supplier, invoice date, amount, and currency match the values in another invoice. The warning indicates that you are invoicing items from a purchase order that was already invoiced.
    • If the information is correct, select Continue.
    • If the information is duplicated, select Review Later or close the warning and adjust the invoice accordingly.
  7. Expand the Taxes section and review the updated tax amounts.
    Tip: To manually add a new tax, click Edit Taxes, then click the + icon.
  8. In the header, click Invoice Action and select Validate from the dropdown.
    The invoice status is now Validated.
  9. Save the invoice.
    • Click Save to finish this task and stay on this page.
    • Click Save and Close to return to the homepage.
    • Click Save and Create Next to start creating a new AP invoice.
Applicable taxes are now added to the Accounts Payable (AP) invoice.