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Billing

Special customer numbers

  • Customer numbers beginning with 8899 – If a customer number begins with 8899. then it can only be billed by the grants office. Please do not bill these customers. If you need to bill the customer, please submit a customer request form to our office to have a new customer created for your use.
  • Customers beginning with RET – If a customer number begins with RET, then it can only be billed by the faculty and staff benefit office. Please do not bill these customers unless the bill is for insurance. If you need to bill the customer, please submit a customer request form to our office to have a new customer created for your use.

Billing the wrong customer

In the event that you bill the wrong customer, you’ll need to credit the customer that was billed and bill the correct customer. Please consult the end user training manual (TODO: Link 404s) for detailed instructions on how to issue a credit.

PeopleSoft production operations

The following tasks can all be completed by accessing PeopleSoft production.

Returns

 

Printing invoices

 

 

Printing Pro Formas

 

Logging customer conversations