Print Invoice- Individual Student


CUNYfirst provides the functionality for users to print invoices for individual students. This process will be used after the Create Bill Request process to proceed with printing a student invoice.

Steps

1.

Navigate to: Student Financials > Bill Customers > Student Bills > Print Invoice

2.

Click the Add a New Value Tab.

3.

Enter a Run Control ID.

4.

Click the Add button.

5.

Enter the Business Unit.

6.

Select the Output XML Data dropdown menu. Select “Yes”.

7.

Select the Print Invoice By dropdown menu. “Select Billing Request Number”.

8.

Enter the Student ID

9.

Enter the Invoice Number.

Note: The Invoice Number is the Request Number which was provided after the Generate Invoice button was clicked during the Create Bill Request process

10.

Validate the Output Chunk Size field defaults to 200.

11.

Note: Based on the criteria entered during the Create Bill Request for an Individual Student process the following fields in the Override Bill Request section will default.

  • ·  Invoice Layout = STDNT BILL

  • ·  Aid Term From = Term

  • ·  Aid Term To = Term

  • ·  Address Usage = MAIN

Note: If the fields do not default with the appropriate values. Enter the above values.

12.

If desired, select the checkbox next to Print Schedule of Classes. Note: The course schedule to appear on the invoice.

13.

In the Term field, enter the Term. Click the Save button.

14.

Click the Run button.
Note: Selecting the Run button will advance to the Process Scheduler Request Page.

15.

On the Process Scheduler Request Page, select the checkbox next to Print Invoices.

16.

Select the Ok button.
Note: Selected the Ok button will display the Student Invoice parameters page.

17.

Select the Process Monitor link.

18.

On the Process List Tab, select the Refresh button, until the Run Status column indicates “Success” and the Distribution Status column indicates “Posted”.

19.

Select the Go back to Print Invoice Other link.
Note: Selecting the Go back to Print Invoice Other link will return back to the Student Invoice Other page.

20.

Select the Report Manager link.

21.

Select the XMLP link.

22.

Open the PDF file. The PDF file is the Student Invoice.
Note: The title of the PDF will be CU_M090PDF. This is the student invoice.

23.

End of Procedure.