Getting Started with the IPP Collector Module

Vendor Quick Reference Guide

Welcome to IPP!

The Invoice Processing Platform (IPP) is a secure Web-based service for

federal agencies and their vendors to manage government invoicing from

purchase order (PO) through payment notification.

How to Log into IPP

1. Using a Web browser, go to the IPP Web site at http://www.ipp.gov.

2. On the top right, select Collector from the Sign in as a: list.

3. On the log-in screen, enter your User ID and password. Click

Submit.

Common How-Tos

Find and view POs, turn a PO into an invoice, check invoice status, and review

payment information.

Conduct a Quick Search for POs, Invoices, and Payments

To view your purchase orders, invoices, and payment activity, from the

Collector module Home tab, do one of the following:

• In the Quick Search box on the top left, click

Go.

• Or type % in the Quick Search box and click

Go.

A snapshot of all the

activity associated with

your profile appears.

To view an individual

item, click the link in the

first column or scroll to

the far right and click View.

New to IPP?

 Look for two e-mails from IPP (stls.ipphelpdesk@stls.frb.org). These

emails notify you of your access to the IPP Collector module. The

first email contains your IPP User ID. The second (which you will

receive within 12 hours of receiving your User ID) contains your

temporary password.

 Remember to log in within 90 days! It is important to log in within

90 days of receiving your User ID and password to ensure your

initial password is not deactivated.

 Update your password. To ensure the security and ongoing

activation of your account, you are required to log in and update

your password regularly.

 Security Reminder. As an IPP Collector, you acknowledge that

access to IPP is restricted by IPP Credentials, which the holder

will not divulge to anyone.

Tips

 Search: The % symbol acts as a search wildcard on each of the

tabs in the Collector module. When you type % in a search box

and click

Go, the search results display all content.

 Quick Search: From the Home tab, you can view your purchase

orders, invoices, and payment activity on one screen. To do this,

click the

Go button next to the Quick

From here, you can make edits and

take action as your permissions

allow.

Vendor Quick Reference Guide

Getting Started with the IPP Collector Module

The steps in this document explain the quickest way to perform a task.

How to Find and View Purchase Orders

1. Click the Orders tab. By default, open POs for the last 30 days appear.

2. To see the purchase orders entered by the agency, from the Quick Search

box on the left sidebar, do one of the following:

• Click

Go to return all your POs.

• Type all of the PO number or part of the number plus % and click

to search for specific POs.

Note: Click Advanced Search to enter refine search results.

3. On the PO Search Results page, locate the PO you want to view.

4. From the PO # column, click the PO link or click the

View button.

The selected PO appears.

Note: If there is only one PO on file, it opens by default.

Creating Invoices

There are several ways to create an invoice. The preferred method is to

create an invoice from a purchase order. For more information on other

methods, including using an eFile upload, see the IPP Collector User Guide

available from the Home page > News and Training.

On the Home tab, check the Quick Links section to see if you have the

Create Invoice link. If you see this link, you have the ability to create and

edit invoices. If you do not see this link and need to create an invoice,

contact your Collector Administrator to request the permission.

Vendor Quick Reference Guide

Getting Started with the IPP Collector Module

How to Create an Invoice from a Purchase Order

1. Click the Orders tab. Find and view the PO you want to invoice using

the previous procedure.

2. On the top right of the Purchase Order detail page, click

Create

Invoice

Note: Do not use the Create Invoice buttons outside of the PO (on the

top and bottom left of the page), as doing so will create invoices from

a blank form.

A new invoice page appears with information pre-filled based on the

content of the PO.

3. Enter the information requested for the invoice.

• Complete all required fields marked with an asterisk (*).

• Type an invoice number. Be sure to adhere to any invoice

numbering guidelines provided by your agency.

• Use the format mm/dd/yyyy for date fields (if required).

4. Review the different PO lines at the bottom of page.

• Select the lines you want to invoice.

• Review the QTY and Unit Price fields and update accordingly.

• Complete any line comments or custom field information, if

needed.

5. Enter comments (up to 240 characters), if required.

6. If required, add attachments to the invoice.

• On the top or bottom right, click

Attachments.

• In the pop-up box, click

Browse and select your file attachment.

• Click

Open to select the attachment.

7. On the Attachments page, click

Attach (top right). Then click Back

to return to the Invoice page.

8. When you have finished entering information for the invoice,

do one of the following:

• Click

Save as Draft to view the invoice before submitting it.

Saving as draft does not submit the invoice to the agency.

• Click

Submit. This locks the invoice and sends it to the agency

for approval.

How to Check Invoice Status

1. Click the Invoices tab. By default, invoices pending approval for

the last 30 days appear.

2. To view the status of your invoices, do one of the following:

• From the Invoice Status

column on the left, click one

of the statuses (such as,

Draft, Pending Submission,

Approved to Pay). These

default to a 30-day view of

information.

• In the Invoice # search

box, click

Go (or type a

partial value with % and click

Go). Note: Use Advanced

Search to enter specific

search criteria.

Vendor Quick Reference Guide

Getting Started with the IPP Collector Module

The Invoice Search Results page appears. The Status column indicates the

invoice status (ex: Pending Approval, Approved to Pay, In Exception, etc.).

For more information about the invoice, go to the last column and click

View.

How to View Payment Information

1. Click the Payments tab. By default, payments for the last 30 days

appear.

2. To view all your payments, in the Payment Type Reference #

search box, click Go (or type a partial value with %). Note: Use

Advanced Search to enter specific search criteria.

3. Locate the line

containing the

payment data you

want to display and

click

View. Payment

information for the

item selected

appears.

You can also view Paid invoices from the Invoices tab by clicking the Paid link

on the left side. Click View to display payment data for a specific invoice.

Contact IPP

Have questions?

Call IPP Customer Support at (866) 973-3131. We’re available 8 am to 6

pm (ET) Monday through Friday (except federal holidays).

Email us at

IPPCustomerSupport@fiscal.treasury.gov.

Have your IPP User ID on hand when you contact IPP Customer Support.