Create a Standard Bill

Purpose:  Use this document as a reference for how to create a standard bill in ctcLink.

Audience:  Finance/Billing.

You must have at least one of these local college managed security roles:

  • 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.

A Standard Bill contains at least one Bill Header and one Bill Line.

Use the Header - Info 1 page to specify bill header information including data about:  

  • Where the bill came from
  • Where the bill is going
  • When the bill will be sent to the customer
  • How the bill should be formatted

Use the Line - Info 1 page to specify bill line information.

  • Multiple lines can be created to reflect the number of items needed on the invoice.

Creating a Standard Bill

Navigation: Billing > Maintain Bills > Standard Billing

Video Tutorial

The video below demonstrates the process actions described in steps listed above.  There is no audio included with this video.  Select the play button to start the video.

Video Tutorial Via Panopto

View the link to Create a Standard Bill.  This link will open in a new tab/window.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.