Navigation: Billing > Generate Invoices > Non-Consolidated > Finalize and Print Invoices

1. The Finalize and Print run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA040_FINALIZE_PRINT_PROCESSES (College, Process).
3. The Finalize and Print tab displays.
4. The Range Selection defaults to Invoice ID. Optional to adjust Range Selection criteria as needed.
5. Enter From Business Unit. The To Business Unit populates with the same value.
6. Enter From Invoice. The To Invoice populates with the same value.
7. Select the Bills to Be Processed or single folder icon.  Use this page to verify that the invoices you want to generate are in the RDY state.

8. The Bills to Be Processed window displays.
9. Select the Return button to close out the window.
10. Select the Print Options button.

11. The Print Options tab displays.
12. Update the Selection Parameters as needed:
    • Update the Print Invoice Sort By as needed, i.e. sort by Customer, Invoice.
    • Update the Summarization Options as needed, i.e. Print Both Summarized & Detail will print a pdf of the Pro Forma & Invoice.
    • The *EDI Invoice Options defaults to the EDI Only or Electronic Data Interchange invoice option.  (Your options are:  EDI Only, Print Only, or EDI and Print).
13. Select the Save button to save changes.
14. Select the Finalize and Print tab.

15. The Finalize and Print tab displays.
16. Select the Run button. 

17. The Process Scheduler Request window displays.
18. Select the Select checkbox for the process(es) you wish to run.
19. Select OK. Again, please refer to the Process Schedule Request steps for further instructions.

20. Select the Process Monitor link to monitor the process. Please refer to the QRG Process Scheduling/Process Monitor for instructions.
21. When the process is complete select the Report Manager link and select the Administration tab to view invoice(s). Please refer to the Report Manager steps for further instructions.