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Create an Invoice with PO Flip

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If enabled by your customer, you can utilize Transcepta’s PO Flip feature to automatically “flip” PO documents into invoices for your use. The following walkthrough will guide you through this, to help simplify your invoicing process. 

Basic Requirements

The format of your invoices will be reliant upon your customer’s document requirements. These can be viewed in the Transcepta Connection Site link received via email during your initial onboarding. However, the basic data fields required for invoice submission are shown here:

General Requirements

Customer Number

and/or

Bill To Name

Customer Number: How a customer is identified in the supplier's system, such as Account Number, if different than the Bill To Name.

Bill To Name: The name of the entity you are invoicing.

Bill To Address

The address of the entity you are invoicing.

Invoice Number

The number that can be used to identify your invoice (i.e., Invoice Number).

Invoice Date

The date of your invoice (i.e., Invoice Date).

Line Requirements (must include at least two of these values):*

Quantity

The quantity/number of goods or services being invoiced.

Unit price

The price per quantity of the goods or service being invoiced.

Total

The total amount of goods or services being invoiced.

*Your customer may require additional information than what is outlined above

Utilizing PO Flip

The following actions will lead you through the process of utilizing PO Flip to create an invoice in the Transcepta Supplier Portal.

  1. Log into the Transcepta Supplier Portal: https://supplier1.transcepta.com/SupplierPortal/login.
  2. Click on the “Purchase Orders” icon in the center of the homepage or click on the “Documents” tab at the top; then, ensure that the “Purchase Orders” tab, located on the left-hand side of the screen, is selected.
  3. Enter search criteria for the required PO and click “Search”.
  4. Click on the latest iteration of your PO.
  5. While viewing the PO data, locate and click on the “Convert To” button.
  6. Select "Invoice".
  7. Select a customer location.
  8. View all populated invoice data to ensure it is correct and add or update data as needed; review “Basic Requirements” section above for further instruction, as well as any other customer requirements.
  9. Click the “Save & Continue” button to check your document before submission.
  10. If your invoice meets all requirements, a blue “Send” button will be populated at the top of the page for you submit your document.
  11. If any validation errors are found, they will be listed at the top of the page.
  12. Click on the red “Edit Invoice” button to address any errors and re-attempt submission.

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