This chapter describes the billing forms setup.
This chapter covers the following topics:
A billing form is a document sent to the funding source for billing purposes.
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:
specify billing forms that must be used when entering awards and award templates
name and describe the billing forms
specify the effective dates of the billing forms
To set up billing forms, perform the following steps.
In Grants Accounting, navigate to the Billing Setup Form window as follows:
Setup - Awards - Billing Forms
Enter data in each field of the Billing Setup Form window as described in the Billing Setup Form Window Description.
Save or save and continue as follows:
File - Save or Save and Proceed
Close the window.
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 |