The Financial Management System provides the functionality to search for and locate a bill that has been invoiced to the customer.
This article will walk you through the steps for locating a bill that has been invoiced. You will locate and review an Invoice for Jittery Joe's Coffee.
First, log into the UGA Financial Management System.
Click the Classic Home tile.
To navigate to the Bills Invoiced page, select:
Main Menu > Billing > Locate Bills > Bills Invoiced
The Bills Invoiced page is displayed.
Enter the appropriate information into the Unit field.
Example shown here: "66001".
To locate the Customer ID, click the lookup magnifying glass next to the ID field.
Select the appropriate Customer link.
Click the Search button.
The Bills Invoiced page is displayed. This page displays the Bill Search Results and will also let you select an Invoice to review.
The Bill Search Results section displays the number of Invoices your search results returned. It's a good idea to check here to see the number of items available for you to review.
The Bill Search Results section displays high level detail for the two Invoices. You can see the Status, Invoice Number, Invoice Date, Amount and who it was created by.
Click the appropriate Invoice link.
Example shown here: 66-00000026.
The Header - Info 1 page is displayed. This page will display a summary of the Invoice information. This page also provides contact information and payment information.
The Line - Info 1 page is displayed. This page provides line level detail for each item on the invoice.
If there are additional lines on the invoice, you can click on the Line Info 2 link.