Create Bill Requests – Individual Student
On an ad-hoc basis, the Bursar Office will need to provide a student will an individual bill listing charges for the term in which they are enrolled. In order to provide a student with a printed invoice, a bill request must be created. This process provides the steps necessary to create a bill request for an individual student.
After the Create Bill Request process is complete, refer to the Print Invoice Step Sheet to print the individual student invoice.
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1. |
Navigate to: Student Financials > Bill Customers >Student Bills > Create Billing Request |
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2. |
Click the Add a New Value tab. |
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3. |
Enter the Business Unit. |
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4. |
Click the Look up tool to select the appropriate Bill By Option. Select “Y –Bill One ID”. |
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5. |
Click the Add button. |
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Click the Look up tool to select the appropriate Billing ID. Select “BILLALL”. |
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7. |
Enter the ID. |
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8. |
Select a Due Date |
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9. |
Enter the Term. |
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10. |
Enter a Due Date |
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11. |
Click the Billing Request 2 tab. |
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12. |
Select the Bill Term dropdown menu. Select “One Term”. |
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13. |
Enter From Term. |
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14. |
Enter To Term. |
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In the Invoice Layout field, search for and select “STDNT BILL”. |
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Select the Output Format dropdown menu. Select “XML Publisher”. |
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17. |
Enter Aid Term From. |
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18. |
Enter Aid Term To |
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Click the Generate & Print Bill radio option to print a bill for an individual student. |
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20. |
Click the Generate Invoice button. Note: All fields are now unavailable. A Billing Request Nbr is now provided. Record the Billing Request Number. This number will be used in the process to Print Invoice for an Individual Student Note: In order to print an invoice for an individual student, refer to the Step Sheet – Print Invoice for an Individual Student. |
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21. |
Click the Save button. |
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End of Procedure. |