---
title: Playbook for updating the invoice primary data
description: Playbooks provide a visual, step-by-step view of invoice processing workflows to track case status and determine next steps.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/accounts-payable-operations/playbooks.html
release: australia
product: Accounts Payable Operations
classification: accounts-payable-operations
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 3
keywords: [APO, Accounts Payable Operations, invoice processing, playbook, guided resolution, status indicators, Process Automation Designer, Invoice validation]
breadcrumb: [Use, Accounts Payable Operations, Finance and Supply Chain]
---

# Playbook for updating the invoice primary data

Playbooks provide a visual, step-by-step view of invoice processing workflows to track case status and determine next steps.

Playbook provides a visual representation of step by step process involved in processing an invoice processing case. The structured workflow helps Accounts Payable admins or specialists to visualize and understand the status of an invoice processing case and take necessary action when required. With playbooks, it is easier to know what to do next, and also understand what happened in the past with the invoice processing case. With playbooks, the Accounts Payable admins or specialists quickly view and analyze the state of an invoice processing case leading to quicker turn around with suppliers and results in enhanced business operations.

Playbooks in Accounts Payable Operations provides step by step process involved in processing an invoice processing case such as validating the invoice, checking for duplicates, matching invoice lines and purchase orders, validating exceptions, checking for approvals, and processing the payment of the invoice.

You can perform the following actions using playbook:

-   View the different stages and activities of an invoice
-   View status indicators that display the state of the current stage or action

For more information about the workflow of playbooks, see [Process Automation Designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/build-workflows/process-automation-designer.md).

-   **[Playbook activities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/how-playbook-works.md)**  
Playbooks in Accounts Payable Operations display the stages and activities for processing invoice cases and tracking progress through each stage.
-   **[Using Playbook in Accounts Payable Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/how-to-use-playbook.md)**  
Configure a playbook and visualize the step-by-step actions performed by an Accounts Payable specialist while processing an invoice.
-   **[Document Intelligence processing with playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/use-di-with-playbook.md)**  
Invoices ingested through Document Intelligence may require manual actions when automated processing is unavailable.

**Parent Topic:**[Accounts Payable Operations overview](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/accounts-payable-operations/use-acc-pay-mgmt.md)

**Related topics**  


[Create a knowledge base article for invoices]()

[Invoice case categories and subcategories]()

[Using Invoice Case Management]()

[Using Accounts Payable Invoice Processing]()

[Advanced Work Assignment in Accounts Payable Operations]()

[Configure Advanced Work Assignment for Accounts Payable Operations]()

[Using Advanced Work Assignment for Accounts Payable Operations]()

[Working with Advanced Work Assignment]()

[Interaction management in Accounts Payable Operations]()

[Composing emails with predefined content]()

[Universal Request in Accounts Payable Operations]()

[Using Supplier Collaboration Portal in APO]()

[AI worker case resolution confirmation]()