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Adding Line Items to an Invoice

Use this feature to manually add line items to a general services invoice. You can add line items while the invoice status is one of the following:

• Submitted
• Hold

You must be assigned to the InvoicingSM Servicer Invoice permission group to add line items to a general services invoice. Contact your company's system administrator for more details.

If you just created an invoice and the Invoice Editor screen still appears, begin at step 4 below.

1. On the toolbar, point to Loan Level and click Edit an Existing Invoice.

   The Loan Level - Edit an Existing Invoice screen appears.

2. In the Servicer Loan No. field, enter the loan number the invoice was created for and click Submit.

   A list of invoices appears below the Servicer Loan No. field.

3. Click the Invoice # link of the invoice you want to add line items to.

   The Servicer Invoice Editor screen appears.

4. Click Add on the Line Items tab.

   The Add Line Item window appears.

5. From the Category drop-down list, select a category.
6. From the Subcategory drop-down list, select a subcategory.
7. In the Service Completed Date, type the date the service was completed or click the Calendar icon and select a date.
8. In the Service From and Service To fields, type the dates or click the Calendar icon and select a date.

   The Type field is unavailable when creating a new invoice. The Qty field defaults to 1 unless the Servicer has designated a quantity for the line item selected.

9. In the Unit Price field, type the price for the line item.
10. Click OK.
11. If a line item breakdown is required, a message displays requesting a breakdown. Click OK and enter the breakdown information on the Line Item Breakdown window. When the information is complete, click OK. The Invoice Editor screen returns and displays the line item that was just added.
    • If you want to add a note to the line item, click the Notes icon corresponding to the line item.

      The Line Item Note window appears.

    • If you want to add an attachment to the line item, click the Paperclip icon corresponding to the line item.

      The Vendor Attachments window appears. Refer to Attaching an Image to GS Invoice - File Upload for more information.

      Adding an attachment improves processing of invoices and offers the ability to provide documentation for proof of services. The ability to add attachments is configured by the InvoicingSM administrator.

12. Repeat steps 4-11 to add additional line items, notes, and attachments to the invoice.
13. Do one of the following:
    • Click Save & Submit if you want to save the invoice and submit it.
    • Click Save & Hold if you want to save the invoice and hold it for submission at a later time.

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Confidential, Proprietary and/or Trade Secret
TM SM Registered Trademark(s) of Intercontinental Exchange, Inc. or a subsidiary or affiliate
Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
ICE | Privacy Notice

Confidential, Proprietary and/or Trade Secret
TM SM Registered Trademark(s) of Intercontinental Exchange, Inc. or a subsidiary or affiliate
Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
ICE | Privacy Notice