Add New Records

Use this option only if you need to manually add an invoice, line item, or image record before import into InvoicingSM. This option does not alter the original invoice header, invoice line item, or image files that you open in the application.

1. Click one of the following tabs, depending on which type of record you must add:
   • Invoices
   • Line Items
   • Images
2. On the toolbar, click New Record.
3. Complete the fields.

   For invoice header records, the Referral Type field is required for attorney vendors when the department selected is Bankruptcy, Deed-in-Lieu, Default Services, Eviction, Foreclosure, Litigation, Loss Mitigation, or REO Attorney.
   
   You can include a dash (-) as part of the bankruptcy case number in the BK case number field.

4. If necessary, for invoice images, click Browse and select the appropriate image to upload.
5. Click Save.