Set up accounts payable invoicing defaults

Article • 4/27/2026 • 2 min read

You need to specify AP invoicing defaults in Made2Manage. You can also set up Made2Manage to put invoices on-hold to approve invoices before you pay them.

To Set up accounts payable invoicing defaults report

  1. Open the Accounts Payable (CSAP) page.

    1. Select Utilities > Company Setup > Module Setup > Accounts Payable*.*

    Or

    1. Search for CSAP in the Navigation box and then select Accounts Payable. Accounts Payable (CSAP) page appears.

  2. Click the AP Invoicing Defaults tab.

  3. Select the Discount Tax checkbox to include sales tax in the total used to calculate the discount amount.

  4. Select the Discount Shipping/Freight checkbox to include shipping and freight charges in the vendor’s discount percentage.

  5. Select the Auto Confirm New Invoices checkbox to place new invoices in Unpaid status instead of New, not confirmed status.

  6. Select the No Automatic Hold of Invoices checkbox to automatically approve all new invoices.

  7. To put new invoices on hold for approval, specify the conditions that place those invoices on hold:

Price Discrepancy

You can place an invoice on hold when the invoice amount exceeds the amount quoted by a certain percentage, and the total amount exceeds a specified dollar amount.

1.  Enter the percentage of discrepancy that must exist between the vendor’s quoted amount and the invoice amount in the **GREATER THAN** field.

2.  Enter the total amount by which the invoice must exceed the quoted amount in the **EXCEEDS** field.

Quantity Discrepancy

You can place an invoice on hold when the quantity invoiced exceeds the quantity received by a certain percentage.

Enter the percentage of discrepancy that must exist between the quantity invoiced and the quantity received in the **GREATER THAN** field.

8. On the toolbar, click Save to save the invoicing defaults information. Or click Cancel to discard the changes.