Submit an Invoice Using Your Supplier Portal

Invoicing via the supplier portal, also known as a “PO Flip,” provides a more direct way to invoice Indiana University for goods or services you provided. This is IU’s preferred invoice submission method.

Step 1: Login to your Jaggaer supplier portal and locate the Customer Portal Access section of your dashboard.

Step 2: Navigate to your Indiana University customer portal by selecting Indiana University.

Step 3: In the left menu, select Orders.

Step 4: A new menu opens. Select Sales Orders and Shipments.

Step 5: Select Search for Sales Orders.

Step 6: The Sales Order Search shows orders received in the past 90 days. Select the Sales Order Number to view PO details and start the invoicing process.

Step 7: In the upper right corner, select Create…

Step 8: From the Create menu select Invoice.

Step 9: Adjust the Invoice Date if needed. For example, change the invoice date to the service date if you are invoicing for services provided at an earlier date.

Step 10: If you are invoicing a subaward or grant account enter the award, subaward, or grant number in the Supplier Account No. field.

Step 11: Enter your invoice number in the Invoice No. field.

Step 12: Select Save in the upper right corner to save your work.

Step 13: On the Entry tab of the invoice select Add Invoice Image to upload an attachment.

Step 14: Select Browse to locate the invoice image on your computer.

Step 15: Select Save Changes to upload the attachment to the invoice.

Step 16: Check the box next to Discount, Tax, Shipping & Handling to enter these types of charges.

IU is a tax-exempt organization. Access IU’s Indiana Sales Tax Exemption Certificate (ST-105) for your records.

Step 17: Scroll to the bottom of the invoice and update the Lines section. Update the Unit Price and/or Quantity fields to reflect what should be invoiced.

Step 18: Click the trashcan icon next to an unused line to delete it. Before deleting a line, ensure you’ve identified the correct one. Lines cannot be recovered after they are deleted. You must start the invoice process over again if you select the wrong line.

In this example, Line 2 was deleted and Line 3 was reduced to a quantity of 1.

Step 19: Review the invoice and make any necessary updates. Select Save to save your work.

Step 20: Select Complete to submit the invoice to Indiana University for review.

After submitting an invoice, the page refreshes and displays a confirmation message.

Invoices cannot be edited after submission. If the invoice submitted needs to be cancelled or adjusted, contact IU Accounts Payable via the Support Form. On the Support Form, select the options below:

1. I currently work with Indiana University… as a supplier
2. I need help with… Invoicing and Payments
3. Choose a topic… Other Payment Issues