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Invoice Case Playbook

Invoice Case Playbook

by Service-now.com

Create invoice dispute cases through guided self‑service via the Business Portal.

0 installs 0 reviews v1.4.3 Scoped Application Free

Install Trend

First tracked: 2026-03-13 Latest: 2026-09-09 (0 installs)
View Install Data
Date Install Count Change
2026-09-09 0 -

About

Provide a secure, guided playbook experience on the ServiceNow Business Portal that enables B2B customers to create invoice‑related cases. The app supports streamlined invoice case creation through self‑service, helping customers submit and manage invoice issues efficiently while reducing manual effort.

Key Features

- Create invoice cases using a guided, step‑by‑step playbook experience
- Access invoice case creation through direct Business Portal navigation
- Edit invoice quantities, shipping locations, and dates based on dispute scope
- Minimize data entry with prefilled invoice information
- View and track invoice cases after submission
- Submit case from Invoice case page which are in draft state

Version History (7)
v1.4.3 2026-08-07 20:19:03
Changed: Maintenance release. Contains internal code updates with no impact to existing functionality or user-facing behavior.
v1.3.0 2026-08-07 19:05:29
Changed: Maintenance release. Contains internal code updates with no impact to existing functionality or user-facing behavior.
v1.1.0 2026-05-05 22:46:44
New: Resume and submit invoice cases in draft state using the Process tab on the Invoice case details page.
v1.0.4 2026-04-09 15:15:45
Fixed: The Enter Details section was blank on invoice case creation, preventing customers from completing the form. The fields now display correct...
v1.0.3 2026-04-09 15:15:02
Fixed: The Enter Details section was blank on invoice case creation, preventing customers from completing the form. The fields now display correct...
v1.0.2 2026-03-12 17:21:06
Initial Release: Enable customers to create invoice cases through a guided, playbook‑driven experience on the ServiceNow Business Portal. Support...
v1.0.1 2026-03-12 16:32:59
Initial Release: Enable customers to create invoice cases through a guided, playbook‑driven experience on the ServiceNow Business Portal. Support...
ID: 2a6444813f82be108428dd8d001f8b24 · Published: Aug 2026 · Updated: Sep 09, 2026