Researching Invoiced Bills

In this topic, you will learn how to search for and review invoiced bills for a customer.

Steps:

1. Begin by navigating to the Bills Invoiced page.

    

   Click the Main Menu button.

   Step 1

2. Click the Billing menu.

   Step 2

3. Click the Locate Bills menu.

   Step 3

4. Click the Bills Invoiced menu.

   Step 4

5. Use the Bills Invoiced page to search for any invoiced bills.

   Step 5

6. Use the Unit field to specify the PeopleSoft Billing business unit to search for a bill.

    

   Enter "USCSP" into the Unit field.

   Step 6

7. Use the Bill To field to select the type of billing contact that you want to search for.

    

   Click the Bill To list.

   Step 7

8. Click the Contract list item.

   Step 8

9. Use the Currency Option field to specify the currency criteria for the bill.

   Step 9

10. Use the ID field to enter or select the customer ID or contract number to search.

     

    Click the Look up ID (Alt+5) button.

    Step 10

11. Click the CON0000004 link.

    Step 11

12. Click the Search button.

    Step 12

13. All bills for the customer or contract are displayed. PeopleSoft also enables you to further narrow the search results.

     

    Click the Header Selection Criteria button.

    Step 13

14. Use the Bill Search Criteria page to enter parameters for the narrowing the bill search.

    Step 14

15. Use the Currency Option field to select a currency type for the search.

    Step 15

16. Bill Type represents categories of activity grouped on a particular bill.

     

    Click the Look up Bill Type (Alt+5) button.

    Step 16

17. Click the CSP link.

    Step 17

18. Use the Status field to enter the bill status that you want to search for.

     

    Click the Look up Status (Alt+5) button.

    Step 18

19. Click the INV link.

    Step 19

20. Click the OK button.

    Step 20

21. The invoices satisfying the search criteria are displayed.

    Step 21

22. If you want to go back to the original search results, you can use the Bill Search Reset button.

    Step 22

23. Click the Select option.

    Step 23

24. Click the Header Info 1 link.

    Step 24

25. Use the Header - Info 1 page to specify bill header information including data about:

     

    * Where the bill came from.

    * Where the bill is going.

    * When the bill will be sent to the customer.

    * How the bill should be formatted.

    Step 25

26. Review the bill header information and navigate to view additional header information.

     

    Click the Header Info 2 link.

    Step 26

27. Use the Header - Info 2 page to view additional general bill information at the header level.

    Step 27

28. Click the Line - Info 1 tab.

    Step 28

29. Use the Line - Info 1 page to view required charge information such as product, quantity, and price.

    Step 29

Congratulations, you have successfully learned how to search for and review invoiced bills for a customer.

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