Page 15 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Activity 2.1 Edit Project Level Billing Invoice Setup
Login as Cindy Invoice (Billing Manager) – cinvoice / welcome

Helpful Tip: when searching the Project Organization Code and Project Code, use the %
(wildcard) along with Customer number and abbreviate the criteria as seen below to help narrow
down the results for the projects used in this course:

Activity Steps:
a. Navigate to Contract > Project > List

• Enter the following criteria then Select List tab:
Project Organization: CUST-3-UU3
Project: TM-PROJ-BILLING-MGR

b. Click pencil icon then Navigate (on left side menu) to Billing > Invoice Setup

c. Customize the Invoice Setup using the following criteria:

Setup tab:
Confirm:
GENERATE UNANET INVOICE Checkbox is marked

APPROVAL GROUP Customer Invoice – Cust 3

INVOICING OPTIONS Invoice as Standalone Project

PRIMARY INVOICE FORMAT BR Class Format
Contacts tab:
BILL TO Madeline Lake

SHIP TO Donnie Williams

INVOICE SIGNATURE David User1

INVOICE DELIVERY OPTIONS
(confirm/enter):
Invoice Delivery Method Email
E-mail Message Invoice Transmittal
To Email address AP@customer.com
Other tab:
Description “Contract Signed 02/20/21”

d. Save

LESSON 2: CUSTOMER INVOICING IN UNANET
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