What is Billing? not have a date or that the bill status has not been set to RDY before the record was saved. Billing is what UNSW use to generate invoices to their customers. Generating Invoices Invoices are entered by the users and are generated by the system overnight. Users are to check their Report Manager the next day to collect their invoices for distribution. Completing the generation process You must wait for your invoice to be generated before you can print it. Go to the Process Monitor in order to monitor the process and ensure that it runs to completion. This is the preferred way to generating invoices. Insert Instance number if system does not remember it and press Run. Select the invoice layout for your invoice and press the OK button. Same Day print These instructions will guide you through generating an invoice on the same day you have entered it should you have an urgent invoice that you need to send out on the same day. Enter your bill (or access it) in the formal way. When you are ready to invoice your bill change the bill status to RDY and save the record. While you are waiting please note the Instance Number for the process you are running (you will need this in order to print the invoice). Click on the Process Monitor Hyperlink and ensure your process runs to Success and is Posted. Check your GST Calculation When you save the record you will be prompted to check the GST calculation - before finalising any bill it is important to check the GST calculation by going to the Summary page and clicking on the Calculate Taxes button. If you have a GST Rounding Issue you will need to use the Rounding functionality found under VAT Controls (VAT Information on the Bill Header 2 page). Press the Refresh button to update the status of the process. Once the Run Status is equal to Success and the Distribution Status is equal to Posted you are ready to print a copy of your invoice. Generate the Invoice Click on the Invoice icon (to the top right of the screen located next to the Pro Forma icon). If this button does not appear on your screen then you have not completed all steps necessary in order to generate the invoice. Common problems are that the invoice does Printing your invoice Go to the Print Crystal Invoices Menu item under Billing and create or access a run control. When the process has run to completion click on the Details hyperlink, then click on View Log/Trace and open the PDF file posted on your screen to access your invoice. Same Day Invoice Notes If you use this method to generate your invoice please note that the overnight budget check will still run against your invoice and if any bill errors are generated you will be notified and will be expected to resolve them (see the Quick Reference Guide or UPK Topic entitled “Identifying Billing Errors”. Where to find Training ONLINE TRAINING Access to the Online Training Tool (UPK) from the finance website, select “Training and Personnel” then “Online Training Tool”. CLASSROOM TRAINING Classroom training schedules are posted on the finance website, select “Training and Personnel” then “Training Schedule and Enrolments”. Where to get help PROCESSING HELP – Contact Accounts Receivable Help at arhelp@unsw.edu.au. TECHNICAL HELP - Contact your local IT support team, if it cannot be resolved; contact the IT Service Desk x51333. BILLING Generate Invoice Same Day Quick Reference Guide To access NSF and for all of the University’s Financial Policies and Guidelines, refer to the Finance Website: www.fin.unsw.edu.au