Invoice Entry and Proof Objective This document provides instructions for entering a general billing invoice using the in the General Billing Invoice Entry and Proof program. Overview The Invoice Entry and Proof program is used to create invoices in order to bill customers for goods or services. When a bill is created it will initiate a receivable so that you can see how much money is owed to your funds at any one time. Prerequisites Before you can successfully complete this process, you must ensure that roles granting the necessary permissions have been assigned to your user account. If the roles have not been established, contact the system administrator to have them updated or added into the Munis system. Confirm the following: You have menu access to the Invoice and Proof program. Permissions are set to allow maintenance of invoice records. Invoice processing settings must be established in the General Billing Settings program. AR codes are established, as required, for your organization. Procedure Invoices are entered in batches or groups. The Invoice Entry and Proof program is divided into three screens that include the batch header (the main Invoice Entry and Proof screen), the proof header, and proof detail. The program automatically displays the Proof Header screen once batch header definition is complete. Likewise, the program automatically displays the Proof Detail screen once proof header definition is complete. The Invoice Entry and Proof screen contains the batch header information, which includes the date and user information that the program completes with default values. The Proof Header screen contains overall information about the bill including the customer number and the accounts receivable (AR) code. The Proof Detail screen contains the actual charges and amounts to be billed. Use the following steps to enter and generate various outputs from the Invoice Entry and Proof program. Open the Invoice Entry and Proof program. General Revenues > General Billing > Invoice Processing > Invoice Entry and Proof Click the Add Batch option in the Menu group of the ribbon. Complete the fields, as required, using the following table as a guide.
Invoice Entry and Proof Objective This document provides instructions for entering a general billing invoice using the in the General Billing Invoice Entry and Proof program. Overview The Invoice Entry and Proof program is used to create invoices in order to bill customers for goods or services. When a bill is created it will initiate a receivable so that you can see how much money is owed to your funds at any one time. Prerequisites Before you can successfully complete this process, you must ensure that roles granting the necessary permissions have been assigned to your user account. If the roles have not been established, contact the system administrator to have them updated or added into the Munis system. Confirm the following: You have menu access to the Invoice and Proof program. Permissions are set to allow maintenance of invoice records. Invoice processing settings must be established in the General Billing Settings program. AR codes are established, as required, for your organization. Procedure Invoices are entered in batches or groups. The Invoice Entry and Proof program is divided into three screens that include the batch header (the main Invoice Entry and Proof screen), the proof header, and proof detail. The program automatically displays the Proof Header screen once batch header definition is complete. Likewise, the program automatically displays the Proof Detail screen once proof header definition is complete. The Invoice Entry and Proof screen contains the batch header information, which includes the date and user information that the program completes with default values. The Proof Header screen contains overall information about the bill including the customer number and the accounts receivable (AR) code. The Proof Detail screen contains the actual charges and amounts to be billed. Use the following steps to enter and generate various outputs from the Invoice Entry and Proof program. Open the Invoice Entry and Proof program. General Revenues > General Billing > Invoice Processing > Invoice Entry and Proof Click the Add Batch option in the Menu group of the ribbon. Complete the fields, as required, using the following table as a guide.