Create an Invoice With the Invoice Wizard

Vendors who submit invoices for ReconTrust (use line item validation) can submit invoices through the wizard. The wizard validates the invoice against ReconTrust's Order File and completes the Transaction ID, Category, and Sub-Category fields.

You can have the wizard skip page 1 on future invoice creations by clearing the Show this introduction on startup? option.

The wizard creates the invoice with today's date. If the services were not performed on today's date, you can change it to a later date when you edit the invoice. You should enter the last date that services were completed.

1. On the Home page, click the Create a new invoice link or the Invoice menu option on the toolbar.

   Page 1 of the Invoice Wizard appears.

2. Read the information and click Next.
3. On page 2, type an invoice number in the Invoice # field. The invoice number can be a combination of letters, numbers, symbols and spaces. If you enter a duplicate invoice number, an error message appears.
4. Click Next.
5. On page 3, select a company from the Servicer list. Only servicers you work with appear in the list.
6. Click Next.
7. On page 4, type the asset number in the Asset # field or loan number in the Loan # field.
8. Click Look up.

   Use the Lookup option to find the loan number of a converted loan/asset number. 
   
   Error messages may appear under the following conditions:
   
   - Duplicate loan numbers.
   - If the parent servicer loan has been blocked or removed.
   - If the servicer has restricted the submission of an invoice on this loan.

   All fields, except Department, appear with values for the loan number or asset number you entered. If you enter both the asset number and loan number on page 4, the system uses the last number as the data for which to search. Click a loan number link to select the correct loan number.

9. From the Department list, select a department.
10. Click Next.
11. On page 5, complete the input fields as needed. The fields on this page vary, depending upon the loan type and department. You can enter a dash (-) for the bankruptcy number in the Case Number or Prev. Case # fields when the department is Bankruptcy.
12. Click Finish.

    A new invoice with the data you entered appears in the Invoice Editor.

13. Add line items to the invoice.