How To Create An Ad-hoc Bill

The following points describe the steps necessary to create and bill an ad-hoc bill:

• If the taxpayer to be invoiced doesn't already have an appropriate billable charge obligation, create one.

• Use Maintaining Billable Charges to add a billable charge for the obligation. The billable charge contains the invoice lines and amounts.

• If you created a new billable charge obligation in step 1, you must activate it before billing can bill it. To do this, transfer to Obligation - Main Information and click the activate button.

  Refer to How To Create A Bill For A Specific Obligation for instructions describing how to create a bill with a bill segment for the billable charge obligation.