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To send an invoice to a customer after submitting an invoice,
Return to the bottom of the eDoc.
Click Reload. The invoice will then proceed to FINAL status.
At the bottom of the eDoc, click Print. This will bring up a PDF file in another tab which can then be printed and mailed or sent to the customer via email.
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If the PDF does not open, check your browser for pop-up blockers and/or clear your cache. |
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Internal Billing eDoc is the appropriate document to use when a university department needs to bill another university department.
To access this eDoc,
Navigate to the Accounting tab.
Click on Internal Billing.
Confirming Customer Invoice Payments
If you know an eDoc’s ID number, you can perform a Doc search.
Navigate to Doc Search.
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Enter the Document ID.
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Click Search.
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Click on the Document ID that appears in the results.
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The invoice will then open. Move your cursor to the top right corner of the screen to view the Open Amount.
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An open amount of 0.00 indicates that the invoice has been relieved (i.e., the invoice has either been paid or canceled). |
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Contacts for Accounts Receivable or Cash Operations Issues and Questions
Topic | Department | Name | Phone | |
CUS, INV, CRM, Collection Status | Accounts Receivable | Angela Piela Dan Lis | (860) 486-5995 (860) 486-1684 | |
CR, CCR, AD, CTRL, APP | Cash Operations | Jeanine Lavigne Amanda Ehrhardt Sherri Manis | (860) 486-6633 (860) 486-1676 (860) 486-6454 |
Accounts Receivable Shared Email
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