Creating and Viewing an Invoice

  Log in to the Harbor system

Before proceeding with this help guide, you must be logged into the Harbor financial system. For your security, Harbor requires Multi-Factor Authentication (MFA) to complete the login process.

Log In to Harbor LogIn Instructions 

Create an Invoice

1Click into the Supplier Portal app to access the Work Area

The "2 - create invoice.png" image shows the HARBOR homepage dashboard with the "Supplier Portal" app icon highlighted in yellow.

2Click Create Invoice in the Tasks pane

The "3 - create invoice.png" image shows the HARBOR Supplier Portal dashboard with "Create Invoice" highlighted in the left sidebar.

3Search and Select the Existing Purchase Order

The "4 - create invoice.png" image shows the HARBOR "Create Invoice" page with the "Identifying PO" dropdown list highlighted in yellow.

4Enter a Number and Date for the Invoice and include the required Attachments

The "5 - create invoice.png" image shows the HARBOR "Create Invoice" page with Number, Date, and Attachments fields highlighted in yellow.

5Click on the Select and Add icon in the Lines area

The "6 - create invoice.png" image shows the HARBOR "Create Invoice" page with a specific action icon highlighted in yellow.

6Click on the line and click OK

The "7 - create invoice.png" image shows a "Select and Add: Purchase Orders" pop-up over the invoice page, with an order highlighted.

7Click Submit

The "8 - create invoice.png" image shows the HARBOR "Create Invoice" page with the "Submit" button highlighted in yellow.

8A Confirmation message will show that the Invoice has been successfully submitted

The "9 - create invoice.png" image shows a HARBOR confirmation page with a "Invoice Test123 has been submitted" banner highlighted in yellow.

 

View an Invoice

 

1Click into the Supplier Portal app to access the Work Area

The "2 - view invoice.png" image shows the HARBOR homepage dashboard with the "Supplier Portal" app icon highlighted in yellow.

2Click View Invoice in the Tasks pane

The "3 - view invoice.png" image shows the HARBOR Supplier Portal dashboard with "View Invoices" highlighted in the left sidebar.

3Enter in a value in one of the required fields and click Search

The "4 - view invoice.png" image shows the HARBOR "View Invoices" page with select search fields and the "Search" button highlighted in yellow.

4Click on the Invoice Number to view an invoice

The "5 - view invoice.png" image shows the HARBOR "View Invoices" page with the "Invoice Number" column highlighted in yellow.