Log in

1. Visit PeopleSoft production

Navigate to FIN search options

1. Access the main menu
2. Select billing
3. Select generate invoices
4. Select non-consolidated
5. Select reprint invoices

Locate your invoice

1. Enter a run control ID
2. Click search

Enter your invoice number(s)

1. Enter the invoice numbers that you would like copies of in the from invoice and to invoice fields
2. Select invoice ID from the range selection field
3. Click run

Print your invoice(s)

1. Enter PSUNX in the server name field
2. Check the print invoice w/SQR option
3. Select the window type
4. Select PDF as the format
5. Click OK
   • Tip: Multiple windows may open and the invoice may take a few moments to appear

Guidance

• A pro forma is not a formal invoice but is an “advance” of the actual invoice.
• Pro formas can be used to mail with additional documentation required for the billing or for viewing and editing an invoice you created before it has been processed and posted.
• The pro forma invoice will not have a payment coupon on it.

Log in

1. Visit PeopleSoft production

Navigate to the print pro forma page

1. Access the main menu
2. Select billing
3. Select generate invoices
4. Select non-consolidated
5. Select print pro forma
   • Tip: Pro formas can only be printed the day an invoice is entered into PeopleSoft. An actual invoice will be mailed to your customer the next business day.

Log in

1. Visit PeopleSoft production

Navigate to the item details page

1. Access the main menu
2. Select accounts receivable
3. Select customer accounts
4. Select item information
5. Select view/update item details

Enter your invoice information

1. Confirm that you have selected the correct business unit
2. Enter your invoice number, including the prefix (INV, MO, ETC, etc) in the item ID field
3. Click search

View invoice activity

1. Click the item activity tab
   • Tip: You can click view all to view a complete history of the invoice's activity
   • Tip: If an item has been paid or a credit has been applied the status of the invoice will be closed

Log in

1. Visit PeopleSoft production

Navigate to the bill line adjustment page

1. Access the main menu
2. Select billing
3. Select maintain bills
4. Select adjust selected bill lines

Enter your invoice information

1. Ensure that you have selected the correct business unit
2. Enter your invoice, include the prefix (INV, MOR, EXT, etc) in the Invoice field and select Search.
3. Click Credit & Rebill option
   • Tip: Consult the end user training manual for detailed instructions on how to issue a credit

Adjust Entire Bill

In the event that you bill the wrong customer, you’ll need to credit the customer that was billed and bill the correct customer.

Log in

1. Visit PeopleSoft production

Navigate to the billing adjustment page

1. Access the main menu
2. Select Billing
3. Select Maintain Bills
4. Select Adjust Entire Bill

Enter your invoice information

1. Ensure that you have selected the correct business unit
2. Enter your invoice, include the prefix (INV, MOR, EXT, etc) in the Invoice field and select Search.
3. Click Credit Entire Bill option
4. Enter or select information for Adjustment Reason field
   • Tip: Consult the end user training manual for detailed instructions on how to issue a credit

Notifications

ARBI write-offs occur if an invoice remains unpaid after becoming 180 days past due. Customers will be sent three automated past due notices after the 30, 60, and 90 day periods. You should monitor your customers accounts by reviewing your aging report to make sure that they have received invoices and are aware of past due accounts.

Guidance

• Approved invoices will have their write-offs delayed for one month only. Additional form submissions and approvals are required to extend a write-off date to after the end of the current month.

Select the form

1. Open Microsoft Outlook
2. Access the Home menu
3. Select New items
4. Select More items
5. Select Choose form
6. Select the UM Request to Delay AR Write-Off form

Submit the form

1. Complete the form and send it to the MU ACCTG ACCT REC email address

Important

If you receive notice that one of your customers has filed bankruptcy, print out any open invoices that the customer may have on their account and mail all documents to 325 Jesse Hall. Our office will contact you if further action is required.

Conversations

Important information related to customers can be documented using the conversation panel. This helps to effectively communicate information to all parties in contact with a given customer, however the customer does not see this information.

Log in

1. Visit PeopleSoft production

Navigate to the conversations page

1. Access the main menu
2. Select accounts receivable
3. Select customer interactions
4. Select conversations
5. Select view/update conversations

Add a new value

1. Enter the customer ID into the cust ID field
2. Click the add a new value tab
3. Click add

Add your information

1. Enter information into the description field
2. Add your comments to the comments section
3. Click save