Billing
How to Adjust a Bill
Purpose: This job aid explains the procedure for adjusting a bill in SF Financials.
Note: Once a bill has been fina...
Wed, Sep 3, 2025 12:13 PM
How to Finalize and Print Invoices
Purpose: This job aid covers the steps to finalize and print an invoice.
Step 1: On the Fin...
Wed, Sep 3, 2025 12:14 PM
Description
This job aid covers the steps to print a Pro Forma invoice.
For more policy and procedure information on Project Costing go to ou...
Wed, Sep 3, 2025 12:16 PM
Description
This job aid covers the steps to set a bill to ‘Ready’ status.
For more policy and procedure information on Project Costing go to ...
Wed, Sep 3, 2025 12:17 PM
How to Correct Budget Check Errors
Purpose: This job aid is to help users correct the Budget Check errors that can occur after running the ...
Wed, Sep 3, 2025 12:18 PM
How to Approve Bill Worksheet
Purpose: This job aid covers the steps to approve the Billing Worksheet.
Purpose: This job aid covers the steps ...
Wed, Sep 3, 2025 12:20 PM
The new Billing WorkCenter is coming to SF Financials on Monday, November 6, 2023. You'll find the new WorkCenter under the Billing tile of your Finance...
Wed, Sep 3, 2025 12:22 PM
How to Copy a Bill
Purpose: This job aid explains the procedure for copying a bill in SF Financials. This feature is useful when you want to send o...
Wed, Sep 3, 2025 12:23 PM
How to Create a Bill
Purpose: This job aid explains the procedure for creating a bill in SF Financials.
Step 1: On the Financial homep...
Wed, Sep 3, 2025 12:30 PM