[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-337281-105":53,"doc-detail-337281-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","lafayette-college-create-invoice-template-quick-reference","Lafayette College Create Invoice Template - Quick Reference","","Quick Reference guide for creating and maintaining invoice templates at Lafayette College. Explains how to choose the correct template conversion option, complete mandatory invoice header and invoice detail fields, and configure payment-related settings such as check memo, W9 submission, ACH versus paper check handling, and special handling options (rush, pay by wire, separate check). Covers optional comments and attachments, when to add templates, how to add expense allocations to match a $1.00 template total, and template maintenance and submission from templates.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":21,"@type":70,"position":76},"https://docshare.wps.com/template/invoices/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/lafayette-college-create-invoice-template-quick-reference/337281/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/lafayette-college-create-invoice-template-quick-reference/337281.png","ImageObject",442,249,{"name":88,"@type":89},"Chumphorn","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-07","2026-09-21",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What template conversion option should be used when creating an invoice template?","Question",{"text":108,"@type":109},"Use the \"Convert to Template\" option. Do not select \"Convert to Template (default)\" or \"Convert to Template (default)\" during creation.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What information is required in the invoice header when creating a template?",{"text":113,"@type":109},"Complete the appropriate header fields such as Vendor Name, Vendor Address (auto-populates when only one address exists), Vendor Invoice Number set to \"Template\", Invoice Date (today’s date), Invoice Amount ($1.00 for the first saved template), and any applicable Discount Terms/Date.",{"name":115,"@type":106,"acceptedAnswer":116},"How should expense allocations be added so a template totals $1.00?",{"text":117,"@type":109},"Use \"Add Expense\" to add expense account(s) for the invoice. Select the appropriate Item Type, then enter values that account for the full $1.00. If multiple line items are needed, split the $1.00 portion across the account and funding source lines and add a Description (and optional Location/Activity Code), saving each allocation line.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},337281,1790435535,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":20,"category_name":21,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},2336475401981,"https://ap-avatar.wpscdn.com/avatar/22000c94efd8d5204d?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786935347598174694","| \u003Cbr>Lafayette College\u003Cbr>Create Invoice Template\u003Cbr>Quick Reference\u003Cbr>|\n| --- |\n| \u003Cbr>Templates save time by storing key information for recurring similar invoices. Templates are shared across the institution, so only basic information should be saved in a template (do not include confidential information.)\u003Cbr>There are two types of templates:\u003Cbr>Convert to Template\u003Cbr>Convert to Template (Default)\u003Cbr>We will only be using the \"Convert to Template\"option. Please DO NOT select \"Convert to Template Default\" when creating a template.\u003Cbr>\u003Cbr>\u003Cbr>1. Click the +CREATE button in the upper right corner of the Invoices swim lane.\u003Cbr>\u003Cbr>2. The invoice page is displayed\u003Cbr>\u003Cbr>3. Complete each of the appropriate fields in the invoice header section. The populated fields and values will be pulled into any invoices created from this template. • Vendor Name: Fully searchable by the vendor number, or any part of the vendor name.\u003Cbr>• Vendor Address: Auto populates if there is only one address listed, otherwise fully searchable.\u003Cbr>• Vendor Invoice Number: Enter \"Template\" so that it's clear this record is the template to use in the future.\u003Cbr>•  Invoice Date: Enter today's date.\u003Cbr>•  Invoice Amount: When creating an invoice to save as a template for the first time, the invoice amount should be $1.00.\u003Cbr>•  Discount Terms/Date: Enter any applicable discount terms. \u003Cbr>Invoice Detail\u003Cbr>4. Complete the appropriate fields in the Invoice Detail section. These fields are all editable at the time the template is used.\u003Cbr>|\n\n\n| \u003Cbr>•  Check Memo: Enter a check memo for the payment. For your internal purposes only. This does not flow through to Banner.\u003Cbr>•  Description: Enter a description for the payment. For your internal purposes only. This does not flow through to Banner.\u003Cbr>•  W9: Check the W9 box if you're submitting a new W9 for with the invoice.\u003Cbr>\u003Cbr>Special Handling\u003Cbr>5. If the vendor is currently set up to receive ACH payments, we will send it electronically. If they're receiving a paper check, choose No if Accounts Payable is to mail the check to the address chosen.\u003Cbr>If you would like us to hold the check for pickup at the cashier's window, choose \"Yes, Pick Up By\"and select the Lafayette employee's name in the box below.\u003Cbr>6. Handling Options:\u003Cbr>•  Rush: For an off cycle payment needed outside of our weekly Accounts Payable processing schedule.\u003Cbr>•  Pay By Wire: If the invoice is to be paid asa wire transfer (usually reserved for international payments) .\u003Cbr>• Separate Check: If a separate check is needed, please a check mark in the box.\u003Cbr>• Special Handling Instructions: Add any\u003Cbr>additional instructions for the Accounts Payable staff.\u003Cbr>\u003Cbr>| \u003Cbr>Comments (Optional)\u003Cbr>7. Enter any additional comments about the invoice. Comments cannot be deleted or modified once posted. Comments may be added when template is used.\u003Cbr>Attachments (Optional) 8. Only add invoices to templates if you will not receive an updated invoice at the time the template will be used. An example might be a monthly rent payment where no invoice is issued. In that case, attach the rental agreement to the template. Add Expense\u003Cbr>9. Click on the blue Add Expense to add the expense account(s) to be charged for this invoice.\u003Cbr>\u003Cbr>10. Select an Item Type of Invoice Item. The invoice total is $1 .00, so enter values to account for the full $1 .00, or if multiple line items are required, enter the portion of the $1.00 to be charged to the Account and Funding Source on this line. Remember to enter a Description, and if needed, a Location and or Activity Code, then click Save. Add as many allocation lines as necessary to account for the full $1.00. Future invoices will be allocated in this same proportion.\u003Cbr>\u003Cbr>|\n| --- | --- |\n\n\n| \u003Cbr>Convert To Template\u003Cbr>11. Click the three dots icon ( ... ) in the upper left corner. Select Convert to Template. Please DO NOT select Convert to Template (default) .\u003Cbr>􀁊\u003Cbr>\u003Cbr>13. The following warning message will displ","cbCaie6W8UuPvQWV","https://ap.wps.com/l/cbCaie6W8UuPvQWV","pdf",5537504,6,"English","# Create Invoice Template - Quick Reference\n## Template setup and conversion\n## Fill invoice header and detail fields\n## Special handling options and comments\n## Attachments, add expense allocations, and save\n## Convert to template and template maintenance","[{\"question\":\"What template conversion option should be used when creating an invoice template?\",\"answer\":\"Use the \\\"Convert to Template\\\" option. Do not select \\\"Convert to Template (default)\\\" or \\\"Convert to Template (default)\\\" during creation.\"},{\"question\":\"What information is required in the invoice header when creating a template?\",\"answer\":\"Complete the appropriate header fields such as Vendor Name, Vendor Address (auto-populates when only one address exists), Vendor Invoice Number set to \\\"Template\\\", Invoice Date (today’s date), Invoice Amount ($1.00 for the first saved template), and any applicable Discount Terms/Date.\"},{\"question\":\"How should expense allocations be added so a template totals $1.00?\",\"answer\":\"Use \\\"Add Expense\\\" to add expense account(s) for the invoice. Select the appropriate Item Type, then enter values that account for the full $1.00. If multiple line items are needed, split the $1.00 portion across the account and funding source lines and add a Description (and optional Location/Activity Code), saving each allocation line.\"}]","Lafayette College Create Invoice Template - Quick Reference | PDF",1790018475]