General Tab

Accounts Receivable > Accounts Receivable Transaction Documents > Contracts & Grants Invoice > Document Layout > Contracts & Grants Invoice Document > Document Layout

General Tab

The General tab contains two sections: Billing Summary and Customer Information.

exclaim When an award’s Invoicing Option is set to Invoice by Account or Invoice by Contract Control Account, some amounts on the General Tab on the Contracts & Grants Invoice may not equal the totals found in the Invoice Details or Account Summary tabs. This is because the General tab reflects the totals for all accounts on the Award (even though they are billed on separate invoices).The General Tab totals may also include amounts on saved or enroute invoices for the Award.

Billing Summary Section

Billing Summary section field definitions

Title	Description
Account Name	Display only. The account name associated with this invoice when the Billing Frequency is Milestone or Predetermined Billing Schedule. Will not display when Billing Frequency represents cost reimbursable.
Account Number	Display only. The account number associated with this invoice when the Billing Frequency is Milestone or Predetermined Billing Schedule. Will not display when Billing Frequency represents cost reimbursable.
Amount Remaining To Bill	Display only. The difference between the Award Total and Total Amount Billed To Date.
Award Date Range	Display only. The range of Start Date to Stop Date on the Award.
Award Total	Display only. The total dollar amount calculated from Direct Cost Amount + Indirect Cost Amount for the Award associated with the invoice.
Billing Frequency	Display only. Indicates how often the Award is invoiced. Values will be Annually, LOC Billing, Milestone, Monthly, Predetermined Billing Schedule, Quarterly and Semi Annually.
Billing Period	Display only. The period of time the invoice covers.
Chart Code	Display only. The chart code associated with this invoice when the Billing Frequency is Milestone or Predetermined Billing Schedule. Will not display when Billing Frequency represents cost reimbursable.
Cost Share Amount	Enter the Cost Share Amount to be included in this Contracts & Grants Invoice.
Final Bill	Indicates that this is the final bill for the accounts on this invoice. Defaults to unchecked; check the box to indicate final bill, remove the check mark if this is not the final bill.
Instrument Type	Display only. The funding agreement/method associated with the Award.
Last Billed Date	Display only. The date of the most recent billing period in which all accounts on the Award were invoiced.
Proposal Number	Display only. The Proposal Number associated with the Award. When Kuali Financials is not integrated with Kuali Research, the Proposal and Award will be the same number.
Total Amount Billed To Date	Display only. The amount of expenditures invoiced to date for the Award.
Total Previously Billed	Display only. The amount of all completed invoices for all accounts on the Award, through the end of the prior billing period.

Click the Calculate button to recalculate the amounts on the invoice

Customer Information Section

Customer Information section field definitions

Title	Description
Customer Name	Display only. The name of the customer.
Customer Number	Display only. A unique number assigned to each customer.