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Sample Accounts Receivable Documents and Reports

Sample Accounts Receivable Documents and Reports

Staff can view examples of how final versions of documents and reports should look once they are created or generated in Kuali Financial Systems (KFS). 

Sample Customer Invoice eDoc

The images below show each section of a sample Customer Invoice eDoc. In these images, the following sections are expanded:

  • Document Overview

  • General

  • Billing/Shipping 

  • Accounting Lines 

The red numbers shown in these images correspond to the red numbers shown in the Example Customer Invoice section below. 

Screenshot of a Customer Invoice as it appears to an administrator in KFS. The number 1 labels Screenshot of a Customer Invoice as it appears to an administrator in KFS. There are numeric labels as follows - 1 - Doc Number, 2 - Initiator.
Screenshot of a Customer Invoice as it appears to an administrator in KFS. There are numeric labels as follows - 3 - Customer Number, 4 - Billing Date, 5 - Purchase Order Number, 6 - Order Date, 7 - Header Text, 8 - Attention Line Text.
Screenshot of a Customer Invoice as it appears to an administrator in KFS. There are numeric labels as follows - 9 - Billing Address, 10 - Shipping Address
Screenshot of a Customer Invoice as it appears to an administrator in KFS. There are numeric labels as follows - 11 - Invoice Item Quantity, 12 - Invoice Item Description, 13 - Invoice Item Unit of Measurement Code, 14 - Invoice Item Unit Price, 15 - Amount, 16 - Total.

Sample Customer Invoice

The red numbers shown in these images correspond to the red numbers shown in the Sample Customer Invoice eDoc section above.

Screenshot of the top part of a customer invoice PDF, with different numbers labeling corresponding fields in the administrator view in KFS.
Screenshot of the bottom part of a customer invoice PDF, with different numbers labeling corresponding fields in the administrator view in KFS.

Sample Customer History Report

Below is an example Customer History Report that adheres to the Customer Invoice Description requirement. Including a Customer Invoice Description makes it easier for Accounts Receivable to identify specific departmental invoices. This is particularly helpful for customers who are billed by multiple University departments (e.g., state agencies, UCH, Foundation, etc.).

Sample screenshot of a customer history report in KFS, with a box around the Document Description.

Screenshot of invoice in KFS with Billing Organization Code outlined in red.

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