Completing Billing Requests

Last Name

X

X

Does not apply

Account Type

X

X

X

Account Term

X

X

X

Not Billed Since

X

X

Does not apply

Transaction Date

X

X

X

Service Impact

X

X

Does not apply

Career/Program/Plan

Does not apply

X

Does not apply

Campus

Does not apply

X

Does not apply

Student Groups

Does not apply

X

Does not apply

Name

X

X

X

Account Type

X

X

X

X

Account Term

X

X

X

X

Not Billed Since

X

X

X

Service Impact

X

X

Transaction Date

X

X

X

X

Due Date

Enter the specific due date that you want to assign to charges without a due date when you create the bill.

Due Days

You can set the default due date as a function of the date that you generate the bill. Enter the number of days that the system adds to the invoice date to determine a due date.

Term

Select the specific term with the charges to which you want to assign a due date.

Due Date

Enter the specific due date that you want to assign to charges without a due date when you create the bill.

Due Days

You can also set the default due date as a function of the date that you generate the bill. Enter the number of due days that the system adds to the invoice date to determine a due date.

Start and End

If you run the billing process by clicking the Generate Invoice button on the Billing Request 2 page, the system displays the first invoice generated during the process in the Start field and the last invoice generated during the process in the End field.

Bill Term

Select the term or terms for which you want to generate bills. Valid values are:

All Terms: Select to bill students for all terms.

One Term: Select to bill students for one specific term. If you select this option, you must select a term in the From Term field.

Term Range: Select to bill students for a specific range of terms. If you select this option, you must select terms in the From Term and To fields.

From Term and To

If you enter One Term in the Bill Term field, enter the term for which you want to bill in the From Term field.

If you enter Term Range in the Bill Term field, enter the beginning term of the range in the From Term field and the ending term of the range in the To field.

Invoice Layout

Enter the invoice layout to print invoices.

Output Format

Select the method to print invoices using the Generate Invoice button. Four valid printing output methods are available: Crystal Bill, Other Bill (SQR), XML Publisher, and Form Based Extract Bill.

Aid Term From and To

Set the range of terms to print anticipated financial aid detail on the invoices. Enter the beginning term of the range in the Aid Term From field and the ending term of the range in the To field. These fields are required if you select either the Anticipated Aid Detail check box or the Include Anticipated Aid Total check box for the invoice layout that you select in the Invoice Layout field.

Generate Invoice

Select to generate and store the bill, but not print an invoice when you click the Generate Invoice button. This is the default option if you select the Bill All Not Yet Billed value or the Bill Range value when you access the component.

Generate & Print Bill

Select to generate a bill and print an invoice when you click the Generate Invoice button. Remember that this field is available only if you select the Bill One ID option when you access the BI_REQUEST component.

Print Schedule of Classes

Select to print the student's enrollment summary when you print invoices.

for Term

If you select the Print Schedule of Classes check box, use this field to select the academic term that includes the enrollment summary that you want to print on your invoices.

Address Usage

Enter the logic that the system uses to select the address printed on the bills.

Output File Directory

Enter the directory path to which the process stores the bills that it generates. Specifying an output file directory is necessary only when you are printing invoices using the value Form Based Extract Bill. If this field is left blank, output goes to the Report Repository.

Override Address Info (override address information)

This check box affects only the printing of invoices that the system already generated. If you select this check box, the system ignores the address that is already associated with the bills and selects addresses to print according to the order selected in the Address Usage field.

Address not required

Select to print invoices even if the process finds no address.

Use Email Address

Reserved for future use.

Print Zero Bill

Select to print zero balance bills.

The system creates only zero balance bills if you select Create Zero Bills in the Zero Bill Handling field on the General Selections page for the selected billing standard request.

Generate Invoice

Click to run the billing process manually and generate bills. If you select the Bill One ID value when creating the request and select the Generate & Print Bill option, the system prints an invoice for the specified student.

Invoice Generated

This message appears when the process generates bills successfully.

Error Info (error information)

If an error occurs when you run the billing process, this link appears in the Information Messages & Errors group box. Click the link to open the Error Bill Message page, where you can view detailed information about the nature of the error.

Warning Info (warning information)

If a warning situation occurs when you try to run the billing process, this link appears in the Information Messages & Errors group box. Click the link to open the Warning Bill Message page, where you can view detailed information about the nature of the warning.

Contract Number

Select the number of the contract that is associated with the corporation that you want to bill. You can select multiple contracts by inserting additional rows.

Invoice Layout ID

When the Bill By Option is Bill Per Contract(s), the Invoice layout associated with the selected contract number is displayed.