To Create a Bill

  • Billing > Maintain Bills > Standard Billing
    • Add a New Value tab – Select Business Unit and click Add.
    • Header Info tab – Enter Type, Customer, and Biller. Click Next (Page Series, lower right).
    • Address Info tab – Verify address. Use Attention To only if necessary. ClickNext.
    • Header–Note tab – (Optional) Add a note that pertains to the entire bill. ClickNext.
    • Header-Service Info tab – Enter PO if you have one. Click Next.
    • Line-Info 1 tab – Enter billing information. Use +/- buttons to add/delete rows. Click Next.
    • Acctg-Rev Distribution tab – Enter revenue distribution code or chartfield. Select View All to view multiple lines of data at once. Click Next.
    • Line-Note tab – (Optional) Add notes for specific line, if needed. Click Next.
    • Header-Info 1 tab – Change status to ready. Click Save.

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

  • Billing > Maintain Bills > Copy Single Bill

To Adjust/Credit an Entire Bill

  • Billing > Maintain Bills > Adjust Entire Bill

To Adjust/Credit Bill Lines

  • Billing > Maintain Bills > Adjust Selected Bill Lines

To Create/Inquire on a Standard Note

  • Set Up Financials/Supply Chain > Common Definitions > Notes > Standard Notes

To Create/Inquire on a Revenue Distribution Code

  • Set Up Financials/Supply Chain > Common Definitions > Distribution Accounting > Distribution Code

To Create/Inquire on a Charge ID

  • Set Up Financials/Supply Chain > Product Related > Billing > Set Up > Charge Code

To View Customer Setup Information

  • Customers > Customer Information > General Information
    • Find an Existing Value tab - Accept Set ID default of UOFMO. Enter or select Customer ID. Click Search.
    • General Info tab – Use to view name information.
    • Address tab – Use to view address information.

To View an Existing Invoice

If you have a customer number:

  • Billing > Locate Bills > Bills Invoiced
    • Enter the Business Unit and Customer Id. Click Search.  
  • Select an invoice and click a link at the bottom of the page to view invoice details
OR
If you have an invoice number or customer number
  • Billing > Review Billing Information > Details
  • Find an Existing Value tab - Enter search criteria and click Search.

To View a Customer Balance

  • Accounts Receivable > Customer Accounts > Customer Information > Account Overview
  • Enter or select a Business Unit (or leave blank). Enter the Customer ID. Click Search.
  • To view balance detail, click Balance. Change the “Status” and click Search to limit invoices to All, Closed, Open, or Past Due.

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

  • Accounts Receivable > Customer Accounts > Item Information > View/Update Item Details
  • Enter BU, Item (Invoice) ID, and select Item. Or, enter other search criteria. Click Search.
  • Select Item Activity tab.
  • Select Item Accounting Entries tab.

To Create or View Customer Conversations (notes)

  • Accounts Receivable > Customer Interactions > Conversations > View/Update Conversations
  • To View: Find an Existing Value tab – Enter search criteria, click Search. Select record.
  • To Create: Add a New Value tab – Enter Customer ID and click Add.


Web Applications

To See if a Refund has been Processed

  • MIS WEB APPS > PS SEARCH OPTIONS > VENDOR ID
  • Look up the AP vendor number and look for the amount and check number.

To View or Print an Invoice

  • MIS WEB APPS > PS SEARCH OPTIONS > AR/BI INVOICE NUMBER

To View and Print a Biller Aging Report

  • MIS WEB APPS > PS SEARCH OPTIONS > AR/BI AGING REPORT