Generating An Invoice - Third Party Billing

Label	Description
Business Process	Third Party Billing
Module	Student Financials
Prerequisites	ORG must be created Contract must be created and have students assigned to it. Billing request must be initiated.
Description	This Job Aid illustrates how to generate an invoice for billing a 3^rd party contract.

Instructions:

Step	Action
1.	Click on [] then [] and navigate to to Student Financials -> Bill Customers - > Corporate Bills -> Generate Invoice…

Step	Action
2.	Click the “Search” button to display a list of Run Control ID’s. Scroll through the list until you find “X_SF_PRINT_INVOICE”. Select “X_SF_PRINT_INVOICE”.

Step	Action
3.	Enter the Billing Request Number in the “Billing Request Nbr” field. Press the “tab” key on your keyboard so the information from the Billing Request populates into all of the fields. [You can also click the magnifying glass next to the “Billing Request Number” field to display a list of Billing Request Numbers.

Step	Action
4.	Click the “Run” button.

Step	Action
5.	Click the “OK” button.

Step	Action
6.	Click the “Process Monitor” link.

Step	Action
7.	Periodically click the “Refresh” button until the “Run Status” column for your instance = “Success” and the “Distribution Status” column = “Posted”.

Step	Action
8.	Click the “Save” button and then click the “Go back to Generate Invoice” link.

Step	Action
9.	Click the “Report Manager” link.

Step	Action
10.	Click the “Administration” page (tab).

Step	Action
11.	Click the PDF link to view the invoice.

Step	Action
12.	End of job aid.