IMU_Creating a General Services Invoice

Creating a General Services Invoice

Use this feature to create a general services invoice on behalf of a vendor that has a vendor type of Miscellaneous. To view all vendors with the miscellaneous type, run the Vendor Information report.

To perform the following steps, you must be assigned to the InvoicingSM Servicer Invoice permission group that allows general services invoice creation. Contact your company's system administrator for more details.

On the toolbar, point to Loan Level and click Create a New Invoice.
At the Find Vendor window that displays, search for the vendor by using one of the following methods:
- Complete one or more of the search filters: Vendor Name, Vendor Zip Code or Payee Code and click Search.
- Click Search to display a listing of vendors. Click the Select link corresponding to the vendor you want to create an invoice under.
  The Find Vendor window closes and the vendor information appears in the General Information section of the Create a New Invoice window. To select another vendor, click Find Vendor and repeat the previous step.
  
  If you cannot locate the vendor that needs the invoice, you cannot proceed with invoice creation. Request the InvoicingSM team add the vendor to the system.
In the General Information section, complete the Invoice #, Invoice Date, Region Code, Servicer Loan #, Loan Type, and Authorized By fields. The Authorized By field is optional.
Press the Tab key on your keyboard to populate the Invoice Type and Borrower that corresponds with the loan number entered.
Click Create Invoice.
The Invoice Editor screen appears.
Add line items to your invoice.

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