How to Finalize and Print Invoices
Purpose: This job aid covers the steps to finalize and print an invoice.
Step 1: On the Financial homepage, select the Billing tile.
Step 2:
For Non-Grants billing, navigate to Process Billing Non-Grants > Single Action Invoice
For Grants invoices, navigate to Process Billing Grants Only > Single Action Invoice or Grants tile > Award / Grants Billing > Single Action Invoice
Step 3: If a run control doesn’t already exist, use the Add a New Value tab to create a Run Control ID value of your choice and click the Add button.
Step 4: Under the Posting Action section, select the Batch Standard option. In the Range Selection, select Invoice ID.
Enter the Business Unit and Invoice ID range to process.
Optional: Running Single Action Invoice by Bill Source will process bills that are set to Ready for the specified bill source, which represents the Department.
In the Range Selection section, select the Bill Source option. For this example, we’ll select Business Unit SFGOV and Source 242641 – Zuckerberg General Hospital.
Optional: Click the Bills to Be Processed icon to review the list of bills for the Department that have a Ready status. If any exist, these will be processed when the Single Action Invoice process is executed.
Optional: Click the Return button.
Step 5: For this exercise, we will invoice DPH0000001704 only. If needed, restore the Business Unit and Invoice range values as per Step 4 and click the Run button.
Step 6: Select the Single Action w/Comm Cntl (BIJOB03K) process and click OK.
Step 7: Note the Process Instance, as this will help track the process Run Status.
Step 8: Click the Process Monitor link.
Step 9: Verify the BIJOB03K process is running. This job can take several minutes to complete.
Step 10: When the process completes with Success and Posted, click the Report Manager link.
Step 11: Click the Administration tab. The Report Status should be Posted.
Step 12:
If you are printing an Online entered invoice, click the Print Portrait Invoices link to view the invoice.
If you are printing a Grants invoice, click the Grants Print Portrait Invoices link to view the invoice.
The invoice is in PDF format and can be saved to your computer.
End of Procedure.
Audience: All Billing Users
Author: Rob Conner
Version: 1.1