This page provides instructions for uploading an invoice.
Upload an Invoice
Before You Start
In the event you receive an invoice, ensure the invoice meets Stanford's invoicing requirements before uploading it.
If you have an electronic file of the invoice, follow the Upload Instructions below. If you only have a paper copy of the invoice, refer to How To: Mail an Invoice to Accounts Payable for more information.
Rush, Wire and Will Call payment processing fees must be charged to a non-sponsored PTA (award cannot begin with P, Q, R, S, T, U, V, W). When not specified, fees will be charged to the PTA on the purchase order if non-sponsored.
- Enter ofweb.stanford.edu in the browser
- Click Login
- As prompted, log in using SUNet ID and password
- Select SU Inquiry Tools and Forms
- Select Requisition and Purchase Orders Query
- Enter the eight-digit Purchase Order number in the Purchase Order Number field (be sure there are no spaces before or after the number)
- Select Search
- Select the Requisition Number under Requisition Details to view the Requisition details
Any invoices that have been applied against this PO will be listed in the Invoice Payment Details section at the bottom of the PO.
- Scroll to the Invoice Payment Details section
- Select the Invoice Number to see what has been paid on the invoice
- Select View Backup in the Invoice Payment Details section to view an image of the invoice if a PDF image of the invoice is available
- Close the PDF to return to PO view
- From the PO Details page scroll to the Status of Uploaded Invoices Associated with this PO section
- Select Upload an Invoice for Payment Processing
- Select Browse to locate and choose the invoice file you wish to upload
- To upload additional invoice files associated with this purchase order, select Browse again and choose another file.
Each uploaded file can only include one invoice and must be associated with the purchase order queried. Single files containing multiple invoices cannot be processed.
As a best practice, rename the file to include the invoice number and supplier. - Select Remove to delete a file before uploading
- To upload additional invoice files associated with this purchase order, select Browse again and choose another file.
- Select Open
In the Select Desired Payment Handling Method section, select the payment handling method and/or pickup location (for checks).
By selecting Will Call, payment will automatically receive Rush processing.
A Rush payment can be requested when the department would like to expedite the payment to a supplier made on a Standard Requisition or for a transaction in Expense Requests. There will be $35 fees applied to the payment handling method. Follow the instruction in the next step to provide the PTA for this charge.
Accounts Payable will pay the supplier by check or electronic transfer within 48-72 hours, assuming the supplier has completed setup. For more information, refer to Resource: Payment Handling Methods and Processing Times page.
A Will Call check can be requested when a department would like to hand a check directly to the supplier. The check can be picked up from Stanford Redwood City campus. There is a $35 process fee for this service. Follow the instruction in the next step to provide the PTA for this charge.
Accounts Payable will generate a check for Will Call in 48-72 hours as they do for Rush payments. For more information, refer to Resource: Payment Handling Methods and Processing Times page.
A rush payment can be requested when the department would like to expedite the in house payment process to a supplier made on a Standard Requisition or for a transaction in Expense Requests. Standard mail is used to send the check.
A $35 fee will apply to Rush, Will Call or Wire payment handling methods. The fee must be charged to a non-sponsored PTA (award cannot begin with P, Q, R, S, T, U, V, W). When not specified, fees will be charged to the PTA on the purchase order if non-sponsored.
- Enter a non-sponsored PTA in the Enter PTA for Payment Handling Fees fieldSponsored PTAs may not be used to pay processing fees. Please consult your manager or budget officer.
- Select Upload
- When Accounts Payable processes the invoice, a notification will be sent to the uploader.
- If the invoice meets specified criteria, Accounts Payable will process the invoice and schedule payment per the terms specified on the purchase order (e.g. Net 30 days from date of invoice). Refer to Resources & Job Aids: Payment Handling Methods and Processing Times for more information.
- If the invoice does not meet specified criteria, Requisition Originators and approvers will be notified of an invoice hold with the reason and required action. For more details on specific, common holds, refer to Topic Overview: Purchase Order Invoice Processing, section Managing Invoice Holds
- Retain hard copy invoices until you have verified that the invoice uploaded successfully and you have confirmed payment processing is complete. For more information, refer to Administrative Guide Policy 3.1.5: Retention of Financial Records.
An Invoice Approved for Payment checkbox is visible to the Requisition Originator and Authorized Approvers. When the box remains checked, it serves as department approval to pay.
If someone other than the Requisition Originator or Authorized Approver uploads an invoice and the receiving has not been completed for the line or item, the check box will not not be visible. Invoices greater than $5,000 will be placed on hold by Accounts Payable and the Originator will be notified to contact the Financial Support Center to release the hold by providing their approval to pay.
A Delete button will display in the Action column of the Upload an Invoice for Payment Processing section of the PO inquiry page when it is okay to delete an invoice file uploaded in error. The invoice can only be deleted by the person who uploaded the invoice.
