Billing Notes

Attach notes to your billing plans to appear on the invoice. Billing notes can be attached at three different levels:

Term Definition

Billing Header Notes

Attach a note to a billing plan header on the Billing Plan General page. This note flows to billing as a header note and appears on the header of any bill associated with this billing plan.

Billing Line Notes

Attach one or more notes to a billing plan line on the Bill Plan Line Note page. Bill line notes are notes associated with a particular line.

Note: For recurring billing plans, the note is passed to PeopleSoft Billing and is printed on every line of the billing invoice.

Billing Event Notes

Attach a note to a billing plan event on the Bill Plan Event Note page. Select the Print Note on Invoice Line check box if you want the note to appear on the billing invoice line. Otherwise, the note will appear on the billing invoice header.