how to create an invoice - cigna...isupplier job aid: how to create an invoice page 1 introduction...

iSupplier Job Aid: How to create an invoice

INTRODUCTION Use this job aid to help you create an invoice. Prior to beginning this process, open the iSupplier Portal.

OVERVIEW 1. Select CIGNA - iSUPPLIER USER. 2. Click the Finance tab. 3. Make sure that With a PO is selected in the Create Invoice drop-down, then click the

Go button. 4. Use any of these fields to help narrow your search. 5. Click the Go button. 6. Select the purchase order you’d like to create an invoice for. 7. Click the Add to Invoice button. 8. Scroll down to review the whole page. 9. Click the Next button. 10. Review the Remit To and Address fields for accuracy. 11. Type an invoice number. 12. Add sales tax, if applicable, by choosing Cigna Additional Invoice Information from the

Context drop-down menu and typing the amount in the Sales Tax field that appears. 13. Verify that the correct quantity was auto-populated. 14. If additional charges need to be added, you can add those to the invoice. Click the Add

Row button. 15. Click the Next button. 16. Review the information on this screen to ensure that it's correct. 17. Click the Submit button.

DETAILS

Step Action

1. Select CIGNA - iSUPPLIER USER.

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Step Action

2. Click the Finance tab.

3. Make sure that With a PO is selected in the Create Invoice drop-down, then click the Go button.


Step Action

4. Use any of these fields to help narrow your search. In this example, we'll use the purchase order number.

5. Click the Go button.

If you entered the search data correctly, but the purchase order you want to find is not displayed, verify that the order is available for invoicing by clicking the Orders tab.


Step Action

6. Select the purchase order you’d like to create an invoice for.

7. Click the Add to Invoice button.


Step Action

8. Scroll down to review the whole page.


Step Action

9. Click the Next button.

10. Review the Remit To and Address fields for accuracy. If it's incorrect, you can click the magnifying glass and search for the correct one. Remember that you can use % to see all results.


Step Action

11. Type an invoice number. IMPORTANT: Do not enter any special characters (for example, "/", "#", or "-") or spaces in this field. The processing team will remove any special characters or spaces that come through the system. If you do not already have an invoice numbering system, use the date and amount as a default. In this example, 052820154620 will be entered because the invoice was created on May 28, 2015 for $4,620.00.

12. Add sales tax, if applicable, by choosing Cigna Additional Invoice Information

from the Context drop-down and typing the amount in the Sales Tax field that appears.


Step Action

13. Verify that the correct quantity was auto-populated.


Step Action

14. If additional charges need to be added, you can add those to the invoice. Click the Add Row button.

13a. Choose Freight or Miscellaneous. Freight should be used only if the PO allows charging for freight. Miscellaneous is for any other additional charges. You must fill in the Amount and Description fields. IMPORTANT: Confirm with your Cigna contact if these charges are appropriate before submitting.


Step Action

15. Click the Next button.


Step Action

16. Review the information on this screen to ensure that it's correct. If changes are needed, you can click the Back button. Do not use the back button on your browser. You can click Cancel to discard the draft.


Step Action

17. Click the Submit button.


Step Action

18. Congratulations! You have completed this task.

how to create an invoice - cigna...isupplier job aid: how to create an invoice page 1 introduction...

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