Cashiers Office

Peoplesoft 9.0 Quick Reference Guide

 

To Create a Bill

To Print a Proforma (Can only be done same day as invoice entry)

Once you return to the Header Info tab and click SAVE, click the small icon in the top right corner of the screen that looks like a document with a dollar sign.

To Copy a Bill

To Adjust/Credit an Entire Bill

To Adjust/Credit Bill Lines

To Create/Inquire on a Standard Note

To Create/Inquire on a Revenue Distribution Code

To Create/Inquire on a Charge ID

To View Customer Setup Information

To View an Existing Invoice

If you have a customer number:

OR
If you have an invoice number or customer number

To View a Customer Balance

View Specific Invoice/Item Activity, Balance Due, Accounting Entries, and Payment IDs

To Create or View Customer Conversations (notes)


Web Applications

To See if a Refund has been Processed

To View or Print an Invoice

To View and Print a Biller Aging Report