Page 24 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Activity 3.2 Review and Edit Invoice Setup on Customer Invoice
Login as Cindy Invoice (Billing Manager) – cinvoice / welcome

Activity Steps:
Step 4: Review Invoice (Edit, Preview, and Submit) created in previous Activity

a. Click pencil icon then Navigate to Invoice > Invoice Setup (left side menu)
Customize the Invoice Setup using the following criteria:

Setup tab:
Billing Period From Date 1st of Previous Posting Month

Payment Terms Due on Receipt
Contacts tab:
Ship To Choose the blank selection under
name and address to remove
Confirm signature and email settings shipping contact from this Invoice
Additional Invoice Format tab:
Select from Available (left side) and A Standard Detail Invoice
click Move Right icon so it appears
under Invoice Formats (right side)
Other tab:
Description Delete “Contract Signed 02/20/21”

Invoice Memo “Please See Attached for Details”

b. Save

c. To Include Attachments, on the left side menu, Select Attachments >
• Select Invoice then Click Preview Expense Reports to create an Expense Status
report
• Download/Save to computer
• Click Browse and Choose File to Attach to the Invoice
• Save and Confirm the file is selected to Email With Invoice
• Select Expense Receipts (may need to Click Refresh Expense Receipts)
• Confirm the receipts are selected to Email With Invoice

• Save

d. Select Invoice Print Preview to see the results of the customization and 2 Invoice
Formats (Primary and Additional) presented

e. Safe for Review/Approval? Select Invoice Review then SUBMIT. The invoice is
now in Submitted status awaiting Approval

f. LOGOUT as Cindy Invoice, Billing Manager

LESSON 3: BILLING MANAGER PROCESS STEPS
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