This procedure covers creating an invoice transaction.
Accounts Receivable will print and mail invoices as required.
The AR Billing Specialist is responsible for:
AR Billing Specialist*
AR Billing Specialist-Remote*
The AR Manager is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.
This activity is performed on-demand as necessary.
This activity does not apply to:
The job title Invoice Creator refers to the following:
1. Begin invoice process.
If you are in Accounts Receivable, goto task #2. Otherwise, goto task #5
2. Receive Invoice Request Form from the requesting department.
3. Verify the invoice information.
If all required information is provided, goto task #5. Otherwise, goto task #4.
4. Reply to requesting department requesting required information.
End of activity.
5. Create the invoice.
N ® Transactions ® Transactions
Refer to Transactions-Creating.
If documentation must be sent to the customer along with the transaction, goto task #6. Otherwise, goto task #7.
6. Forward any documentation to Accounts Receivable.
The following information must be included to ensure proper identification of the transaction(s):
7. Determine if you need to create recurring transactions.
If you need to create recurring transactions, goto task #8. Otherwise, end of activity.
8. Create recurring transactions.
N ® Transactions ® Copy Transactions
Refer to Transactions-Recurring.
If documentation must be sent to the customer along with the transaction, goto task #6. Otherwise, end of activity.
End of activity.
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