Creating Billing Requests

Steps:

1. Begin by navigating to the Pending To Bill Items page.

    

   Click the Student Financials link.

   Step 1

2. Click the Bill Customers link.

   Step 2

3. Click the Pending To Bill Items link.

   Step 3

4. You want to view pending items for Terry Seward, whose student ID is SFTRN035.

    

   Enter the desired information into the ID field. Enter

    a valid value
    e.g.
    "SFTRN035"
   .
   Step 4

5. Click the Search button.

   Step 5

6. Use the Pending To Bill Items page to review items pending in a student's account.

   Step 6

7. After you have reviewed the pending items for a student, navigate to the Billing Request 1 page.

    

   Click the Create Billing Request link.

   Step 7

8. You want to create a new billing request for Terry.

    

   Click the Add a New Value tab.

   Step 8

9. Click in the Bill By Option field.

   Step 9

10. You want to create a bill for one ID, which has a Bill By Option code of Y.

     

    Enter the desired information into the Bill By Option field. Enter

     a valid value
     e.g.
     "Y"
    .
    Step 10

11. Click the Add button.

    Step 11

12. Use the Billing Request 1 page to specify basic student billing request parameters.

     

    You use virtually the same pages and steps to create corporate billing requests, on the Corp Billing Request - Billing Request 1 and Billing Request 2 pages.

    Step 12

13. You want to create a student bill, with a code of BIL1.

     

    Enter the desired information into the Billing ID field. Enter

     a valid value
     e.g.
     "BIL1"
    .
    Step 13

14. Click in the ID field.

    Step 14

15. Enter Terry's student ID.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "SFTRN035"
    .
    Step 15

16. Click in the Due Days field.

    Step 16

17. You want Terry's bill to be due in 21 days.

     

    Enter the desired information into the Due Days field. Enter

     a valid value
     e.g.
     "21"
    .
    Step 17

18. Click in the Term field.

    Step 18

19. Terry's bill will be due for pending to bill items for Fall 2007, which is term 0590.

     

    Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .
    Step 19

20. Click in the Due Date field.

    Step 20

21. Enter the desired information into the Due Date field. Enter

     a valid value
     e.g.
     "08/01/2007"
    .
    Step 21

22. Click the Billing Request 2 tab.

    Step 22

23. Use the Billing Request 2 page to specify bill terms and print options for student billing requests.

    Step 23

24. Click in the Invoice Layout field.

    Step 24

25. You want to create a request for a tuition and fees invoice.  The code for that invoice layout is TF1.

     

    Enter the desired information into the Invoice Layout field. Enter

     a valid value
     e.g.
     "TF1"
    .
    Step 25

26. Select the method to print invoices using the Generate Invoice button.

     

    Click the Output Format list.

    Step 26

27. Click the XML Publisher list item.

    Step 27

28. Click in the Aid Term From field.

    Step 28

29. Enter the desired information into the Aid Term From field. Enter

     a valid value
     e.g.
     "0590"
    .
    Step 29

30. Click in the To field.

    Step 30

31. Enter the desired information into the To field. Enter

     a valid value
     e.g.
     "0610"
    .
    Step 31

32. Click in the for Term field.

    Step 32

33. The invoice is specifically for the Fall 2007 term, 0590.

     

    Enter the desired information into the for Term field. Enter

     a valid value
     e.g.
     "0590"
    .
    Step 33

34. If you select the Generate Invoice option, the system generates and stores the bill, but does not print an invoice when you click the Generate Invoice button.

    Step 34

35. If you select the Generate & Print Bill option, the system generates a bill and prints an invoice when you click the Generate Invoice button.

    Step 35

36. The Override Address Info check box affects only the printing of invoices that the system already generated.  If you select this check box, the system ignores the address already associated with the bills and selects addresses to print according to the order selected in the Address Usage field.

     

    Click the Override Address Info option.

    Step 36

37. Click the Generate Invoice button to run the billing process manually and generate bills. If you select the Bill One ID value when creating the request and select the Generate & Print Bill option, the system prints an invoice for the specified student.

    Step 37

38. Click the Save button.

    Step 38

You have successfully created a billing request for a student.

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