How to manually code an invoice - NextGen

Modified on Wed, 27 Sep 2023 at 12:58 PM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

By default, invoices in the Document Inbox will be coded overnight by AutoCapture or Smart Capture. If you previously used the Quadient AP Classic UI, please note that the manual capture email option is no longer available. Invoices sent to a manual capture email address will not reach Quadient AP. Instead, use the Assign Invoices function to assign the invoice to a user for manual coding. 

How to assign an invoice for manual coding

In the Document Inbox, highlight the invoices you want to assign for manual coding. Select the user to assign the invoices to from the dropdown menu and click Assign Invoice. Confirm the action by clicking Continue in the pop up window. 

The invoices move the to New tab. From here the invoice owner can code the invoices. Follow our guide here for more information on coding invoices. 

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