Page 28 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Activity 3.5 Deliver Customer Invoice
Login as Cindy Invoice (Billing Manager) – cinvoice / welcome

Activity Steps:
a. Navigate: Finance > Invoice & Posting > List Invoices

Enter the following criteria then Select List tab:
Project Organization: CUST-3-UU3
Project: TM-PROJ-BILLING-MGR
Invoice Date: Date Range of Posting Month
Post Date: BOT to EOT
Invoice Status: Completed
Invoice Delivery Options (Print) Print all selected invoices
Default Delivery Method E-mail and Print
Actual Delivery Method Include invoices that were not Printed or Emailed
Column Options Select All

b. Select all results then Click Print button. An intermediate page is displayed showing
the invoices to be Downloaded and Printed.

c. Click Back button

d. Select Search and Edit filter criteria for the following Invoice Delivery Options:

Invoice Delivery Options (Email) Email all selected invoices
Default Delivery Method E-mail and Print
Actual Delivery Method Deselect Include invoices that were not Printed or Emailed

e. Select List tab. Select all results then Click Email button. An intermediate page is
displayed showing the invoices and its associated attachments to be Emailed.

f. Click Email button to complete the process. *An email is generated with the invoice
PDF and its attachments *(AS LONG AS EMAIL has been ENABLED by System Administrator)

g. Click Back button and review the results

LESSON 3: BILLING MANAGER PROCESS STEPS
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