Billing Forms Setup

This chapter describes the billing forms setup.

This chapter covers the following topics:

Definition

A billing form is a document sent to the funding source for billing purposes.

Overview

The Billing Setup Form window specifies agency-specific billing forms for invoicing by award. Users can perform the following tasks in the Billing Setup Form window:

Specifying Billing Forms Procedure

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To set up billing forms, perform the following steps.

  1. In Grants Accounting, navigate to the Billing Setup Form window as follows:

    Setup - Awards - Billing Forms

  2. Enter data in each field of the Billing Setup Form window as described in the Billing Setup Form Window Description.

  3. Save or save and continue as follows:

    File - Save or Save and Proceed

  4. Close the window.

Billing Setup Form Window Description

Billing Setup Form Window Description
Field Name Type Features Description
Billing Form Name required   billing form name
Description optional   billing form description
From required list of values: pop-up calendar beginning effective date
To optional list of values: pop-up calendar ending effective date