The Quick Invoice action allows users to enter invoice details to create a paysheet. 

• If no invoice details have been extracted, users will need to manually complete the required fields on the form.
• If a source has been added and invoice details were successfully extracted, the three required fields: Invoice Number, Invoice Date, and Invoice Amount will be automatically prefilled based on the extracted data.

Below is an overview of each field and how to use it:

• Invoice Number (Required)
  Enter the invoice number exactly as it appears on the physical or digital document.
• Invoice Date (Required)
  You can manually enter the invoice date or use the calendar icon to select it.
• Invoice Amount (Required)
  Enter the net amount - final amount payable.
• Tax Amount
  Use the dropdown to select the appropriate tax term.
• Freight Amount
  Defaults to dollar amount entry.
  • Use the dropdown to switch to percentage based entry.
  • Term Method: Defaults to Cost.
    • Quantity – Distributes freight based on the quantity of each item.
    • Cost – Allocates freight proportionally based on item cost.
    • Equally – Evenly distributes freight across all selected line items.
• Discount Amount
  Also defaults to dollar amount entry.
  • Use the dropdown to switch to percentage based entry.
  • Term Method: Defaults to Cost.
    • Quantity – Distributes freight based on the quantity of each item.
    • Cost – Allocates freight proportionally based on item cost.
    • Equally – Evenly distributes freight across all selected line items.
• Payment Date
  Enter the date the invoice is scheduled for payment or use the calendar icon to select it.
• Comments (Optional)
  Add any relevant notes. These will be stored in the Paysheet Work History scoreboard for reference.
• Priority (Yes/No toggle)
  When set to Yes, an exclamation mark (!) icon will appear next to the document number in the users Assigned to Me queue and Paysheets scoreboard, indicating it has been flagged as a priority.
• Select Files (optional)
  Upload the invoice attachment here. Uploaded files will automatically be processed through OCR to extract invoice data for verification.
  • (Available with PAY Assist Basic Level or Higher)

Once you complete and submit the Quick Invoice dialog, a paysheet is automatically created. You’ll be taken to the Paysheet Document tab, where you’ll begin the drafting process — reviewing, editing, and continuing to process the invoice as needed.

Assign to Me Widget

If you return to the dashboard, the same paysheet will appear in your Assigned to Me queue, allowing you to easily pick up where you left off. 

Paysheets Scoreboard

The paysheet can also be found in the Paysheets Scoreboard, but this view is read-only.

The Attach Invoice action allows users to upload a scanned invoice, which will then be automatically processed through OCR to extract key invoice details for verification and matching. This feature is only available with PAY Assist Basic Level or Higher.

Uploading Invoice Attachments

• Use the widget to drag and drop files, or click in the area to browse and select files manually.
• You can also use the Select Files button to choose files from your device.

Supported File Types

• PDF
• TIFF
• JPG
• PNG

Managing Files Before Uploaded

• Click the delete icon next to a file to remove it from the upload list.
• Click Clear All to remove all selected files at once.

Uploading the File

• Click Upload to attach the invoice scan to the document.
• This will trigger OCR processing, which extracts key data for verification and matching.

After attaching an invoice scan, source badges will be enabled based on the actions taken:

• If the invoice has been attached, the following badges will appear as green (enabled):
  • Attachment – An invoice attachment was uploaded by the user.
  • OCR – The uploaded attachment was successfully processed through OCR.
    • (Available with PAY Assist Basic Level or Higher)

Note: 3WM Status badge can verify depending on outcome of comparison between documents and sources.