9.2 Creating a Recurring Non-Grant Bill
Purpose: Use this document as a reference for creating a recurring scheduled non-grant bill in ctcLink.
Audience: Billing/AR Specialists
You must have at least one of these local college managed security roles:
- ZD Billing Inquiry
- ZZ Billing Entry
- ZZ_AWE_BI_APPR_060
- ZZ_AWE_BI_APPR_060_HI
- ZZ_AWE_BI_APPR_062
- ZZ_AWE_BI_APPR_063
- ZZ_AWE_BI_AAPR_064
- ZZ_AW_BI_INV
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
This QRG is for non-grant recurring bills that are created in the Billing Module. Cost Reimbursable Contract Bills or often referred to As Incurred Bills are created in the Grants/Contracts Modules but the billing process initiates in the Customer Contract Module. For Grant Billing, please see the following 9.2 Reimbursable Grant Contract Billing within the ctcLink Reference Center.
Creating a Recurring Non-Grant Bill
Navigation: NavBar > Navigator > Billing > Maintain Bills > Express Billing
- The Express Bill Entry page displays.
- Select Add a New Value.
- Enter Business Unit.
- If your school has a special designation for bill templates, enter it in the Invoice field. If not, leave the default value of "NEXT".
- Select Add.

- The Billing General page displays.
- Enter Bill Type.
- In Bill Source, enter "ONLBILLING".
- Enter Customer.
- Change the value of Cycle ID to a cycle that is associated with a recurring schedule.
- Change the value of Frequency to "Recurring".
- Configure the Bill Lines as you would for a single bill:
- In Table, enter "ID".
- In Identifier, enter or select a Charge Code.
- Enter Quantity
- Enter a Unit Price.
- Select Save.
- The updated Billing General page displays. Note the Invoice ID.
- Select the Go To Recurring Bill Schedule icon.
- The Recurring Bill Schedules page displays.
- Enter Start Date and End Date for the recurring bill period.
- Check the Pre-Assign Invoice Numbers box if you want the system to reserve a series of contiguous invoice numbers.
- Select Save.
- Select the Generate Rev. Rec. Schedule icon.
- The updated Recurring Bill Schedules page displays.
- Select View All.
- The updated Recurring Schedules page displays. All scheduled billings display.
- Select Save.
- Select Return to Bill Entry.
- The Billing General page displays.
- Change the Bill Status to "RDY".
- Select Save.
*Note that recurring bills will be invoiced only when the Create Recurring Bills process runs and scheduled bills are ready for invoicing.
- Process complete.
Next step in the process is to generate or finalize the bill into an invoice. Please follow the following QRG 9.2 Finalize Bills via Single Action Invoice w/ Commitment Control.
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