System Process Document Generate_Review_Print Invoices for Students. Department Responsibility/Role File Name

Transcription

1 Department Responsibility/Role File Name Generate_Review_Print Invoices for Students_SPD_ Revision Document Generation Date Date Modified Last Changed by ctbrand2 12/11/2014 Status 12/11/ :15:00 AM 12/12/ :06:00 AM Trigger: Required Field(s) Comments Output - Result(s) Comments Additional Information Last changed on: 12/12/ :06:00 AM Page 1

2 Procedure In this topic, you will learn how to Generate, Review and Print Invoices for Students. 1. Note: Prior to performing this procedure, Late Fees Processing - Billing and a Billing Request must be created. The billing request number should be noted. See the training documents entitled Late Fees - Billing and Create Billing Request_Student. All student invoices will be generated via a batch process once per month. This procedure exists in case of an emergency situation where we would need to create a bill for an individual student. This would only be done by the Student Accounts Manager or Accountant. The rest of the staff may need to reprint an invoice that has already been generated but would not be allowed to generate a new invoice for a student. 2. To sign in to Campus Solutions, go to sis.illinoisstate.edu. Click the Please click here to PeopleSoft logon page link. Page 2 Last changed on: 12/12/ :06:00 AM

3 3. You will be directed to the Campus Solutions logon screen. Enter your User ID and Password then click the Sign In button. Last changed on: 12/12/ :06:00 AM Page 3

4 4. Once you sign in, you will see a list of navigation links that relate to your roles and responsibilities. Bill Customers is within Student Financials menu. Click the Student Financials link. 5. Student Bills is within the Bill Customers folder. Click the Student Bill folder. Page 4 Last changed on: 12/12/ :06:00 AM

5 6. Click the Generate Invoice link. Last changed on: 12/12/ :06:00 AM Page 5

6 7. Click the Add a New Value tab. 8. Manually enter a Run Control ID. Click the Add button. Page 6 Last changed on: 12/12/ :06:00 AM

7 9. From the Generate Invoice page, click the Business Unit Look Up button to select ILSTU from the list. Click the Billing Request Nbr Look Up button to select from the list. Click the Run button. Last changed on: 12/12/ :06:00 AM Page 7

8 10. Click the OK button to return to the General Invoice page. Page 8 Last changed on: 12/12/ :06:00 AM

9 11. To view the invoice, from the Navigation path, click Student Bills and then click the Review Invoice link. 12. From the Invoice Info Student find screen, click the Business Unit Look Up button and select ILSTU from the list. Click the Search button. Last changed on: 12/12/ :06:00 AM Page 9

10 13. From the Search Results section of the page, click the link for the desired invoice. Page 10 Last changed on: 12/12/ :06:00 AM

11 14. Invoice Info Student tab displays invoice information such as type, status, prior invoice amount and total billed and due date. To view invoice information for the next student's invoice, click the Next in List button. 15. Bill Career tab display's the student's academic information, load, residency and campus. Last changed on: 12/12/ :06:00 AM Page 11

12 16. The Bill Detail tab will display all transactions to the student's account. Click the Excel link to download a spreadsheet. Page 12 Last changed on: 12/12/ :06:00 AM

13 17. Bill Messages tab will display predefined messages for the student account. Click the First/Last buttons to view additional messages. 18. To print the invoice, from the Navigation path, click Student Bills and then click the Print Invoice link. Last changed on: 12/12/ :06:00 AM Page 13

14 19. Click the Add a New Value tab. Page 14 Last changed on: 12/12/ :06:00 AM

15 20. Manually enter the Run Control ID. Click the Add button. 21. Print Options: Enter the Business Unit ILSTU or click the Look Up button to select from the list. Click the Print Invoice By drop down link and select a value from the list. Click the ID Look Up button to select a student from the list. Click the Invoice Number Look Up button to select an invoice from the list. Last changed on: 12/12/ :06:00 AM Page 15

16 22. Override Bill Request: Click the Override Bill Request Layout checkbox. The invoice Layout should default to ISUINV01 once the invoice number is selected. NOTE: The Aid From and Aid To fields are mandatory, but they are inactive. To activate them, click the Invoice Layout Look Up button and change from ISUINV01 to ORGINV01. Then change it back to ISUINV01. The fields should now be active. Page 16 Last changed on: 12/12/ :06:00 AM

17 23. Click the Aid Term From and To Look Up buttons and select a term from the list. Click the Address Usage Look Up button and select a value from the list. To include printing a schedule of classes, click the checkbox and select a Term. Click the Run button. 24. Check the printer for the printed Invoice. 25. Congratulations, you have completed Generating, Reviewing and Printing an Invoice for a Student. End of Procedure. Last changed on: 12/12/ :06:00 AM Page 17