Add Line Items to an Invoice

You can add line items when the invoice status is one of the following:

• Submitted
• Hold
• Pending Vendor Review (Res)

1. Open or search for the invoice.

   The Invoice Editor appears.

2. Click Add.

   The Add Line Item window appears.

3. In the Category field, select a category.

   If you selected Advances - Costs/Tax Advances, a message asks if you would like to add the cost breakdown. Click OK to view the input screen and enter the amounts. Click Cancel to enter the breakdown at another time. If you click Cancel, Breakdown appears in red.

4. In the Subcategory field, select a subcategory.
5. In the Service Completed Date field, type or select the service completed date.
6. In the Service From and Service To fields, type or select the service date range.

   The Type field is not available for a new invoice. The Qty field defaults to 1 unless the servicer has designated a quantity for the line item selected.

7. In the Unit Price field, type the price for the line item.
8. To notify the servicer you recommend a change in line item recoverability, select Recoverability Change.
9. If necessary, in the Recoverability Change Reason field, select a recoverability change reason.
10. If you selected Recoverability Change, type a comment in the Comment field.
11. If you want to add a note to the line item, click N next to the line item.

    The Line Item Note window appears.

12. Type notes as needed.
13. Click OK.
14. Repeat steps 2-12 to add additional line items and notes to this invoice.
15. After you add all line items and notes, do one of the following:
    • To submit the invoice to the servicer or REO/vendor outsourcer, click Save & Submit.
      • If the application finds a line item exception, an Exception Summary window appears. You can either click Continue Submitting to continue with the line item submission or click Cancel Submitting to cancel the submission.
      • If you select Continue Submitting, click OK at the invoice submission confirmation window. The invoice status changes to Submitted.

        If you select Continue Submitting and one of the conditions is defined by the servicer as an auto-deny exception, a second warning message appears. Continuing with invoice submission automatically places the invoice in a Denied (Exc) status.

    • To save the invoice but not submit it to the servicer or REO/vendor outsourcer, click Save & Hold.