Third Party Billing - Creating Billing Requests

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Last updated: Apr 25, 2019
3 min read

Creating Third Party Billing Requests

Label
Description
Business ProcessThird Party Billing
ModuleStudent Financials
Prerequisites

Third Party Org must be set-up.  Third Party Contract must be set-up.  Students must be assigned to the Third Party Contract.

Description

This Job Aid illustrates how to ry to assign students to create a third party contract billing request.

Instructions:

Step
Action
1.

Click on [] then [] and navigate to to Student Financials -> Bill Customers -> Corporate Bills -> Create Billing Request

StepAction
2.Click the “Add a New Value” page (tab).

StepAction
3.

Click the magnifying glass [ ] next to the “Bill By Option” field to display a list of Bill By Options.

StepAction
4.Select/click option “C Bill Per Contract(s)”.

StepAction
5.

Click the “Add” button [ ].

StepAction
6.

Verify that you are on the “Billing Request 1” page (tab).  Click the magnifying glass [ ] next to the “*Billing ID” field to display a list of campuses; choose the correct campus.  The “*Invoice Date” field will populate with the current date.  Enter (or select) the appropriate Due Date for all charges/items without specified individual due dates or enter Due Days for the number of days all charges/items without specified individual due days will become due.  Select the “Invoice per Student” box only if billing for an individual student.  In the “Third Party Contract” section, enter the “Contract Number” or use the magnifying glass [ ] to choose the Contract Number.  In the “Item Due Info” section, enter the “Term”, “Due Date”, and/or “Due Days” for the item.

StepAction
7.Click the “Billing Request 2” page (tab).  From the “Bill Term” pull down menu, select “One Term”.  Enter the appropriate Term into the “From” field.  Use the “Invoice Layout” field magnifying glass [ ] to choose the appropriate campus.  From the “Output Format” pull down menu, select “XML Publisher”.  Confirm the “Generate Invoice” radio button is selected.  Click the “Save” [ ] button.

StepAction
8.The system will generate a unique “Billing Request Nbr”.  This number is used to generate or review the invoice for the Third Party Contract.  (See Job Aid: “3RD PARTY BILLING – GENERATING AN INVOICE”)

StepAction
9.End of job aid.