Streamlined Billing

To reduce the number of steps for invoicing bills, you can use streamlined billing. Streamlined billing enables you to process transactions from PeopleSoft Contracts and PeopleSoft Project Costing to PeopleSoft Billing and back with one job. As long as data is set up correctly, steps 5 through 9 (in the previous section) run sequentially with no manual intervention.

Note:

Important Setup Parameters: For streamline billing to run correctly, you must select the Pre-approved and Direct Invoicing check boxes on the billing plan, specify the range selection ID and direct invoicing option on the Bill By Identifier page, and establish billing user preferences.

For detailed information about streamlined billing, refer to your PeopleSoft Contracts product documentation.