Enter a Self-Service Invoice

Only users with approval to use eSettlements will see the links in OhioPays. New users must request access to eSettlements. Please email OBMeSettlements@obm.ohio.gov to get more information about gaining access to eSettlements.

 

It is required to attach a proper invoice along with any additional back-up documentation to support the review of payment. 

Steps

Creating an Invoice

1. Navigate to ohiopays.ohio.gov.

2. Click Login.

• The OhioPays login screen appears.

3. Enter the User ID and Password.

4. Click Sign In.

• The OhioPays menu page appears.

5. Click on Invoices and Payments

• The Invoices and Payments screen appears.

6. Click on Self Service Invoice.

• The Self Service Invoice screen appears.

7. Click on the Plus button to add an invoice.

• The Self Service Invoice page appears.

8. Enter the Invoice ID.

9. Enter the Invoice Date.

10. Click the magnifying glass and select an Agency Approval Location.

11. Click on Attachments to add an image of the invoice.

12. Click Add Attachment.

13. Click My Device.

14. Select the file from your computer.

15. Click Upload.

16. Click Done.

17. Click Done on the Attachments page.

18. Click Next.

• On the Invoice Details you can choose to add a line manually, copy from a purchase order, or copy a packing slip.

19. Click Add Line to add a line manually.

1. Use the magnify glass to select the Item ID.

2. The Description will populate when the item ID is entered.

3. Enter the Quantity.

4. The Line Amount will poplulate when you enter the quantity.

5. Click Done.

20. Click Copy Purchase Order to use a purchase order.

1. Enter various search options to find a specific purchase order.
2. Click Search.
3. Click the purchase order to open.

 

4. Select the lines of the purchase order to copy over to the invoice.
5. Click Done.

6. Click on Edit to delete any lines. 

7. Select the lines to delete and click Delete.

8. Select the purchase order to edit the Unit Price.

9. Enter the correct Unit Price.
10. Click Done.

 

22. Click Next.

23. Click Submit.

24. Click OK on the submit message.

25. The invoice entered will now appear under My Invoices.

 

Your submitted invoice automatically routes to the Agency for review. If a submitted invoice is rejected you will receive an email with the reason for the rejection. A new invoice will need to be submitted with a new invoice number.  Please work with your Agency Buyer on next steps.