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. 

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Sample Customer Invoice

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

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.).

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