Invoicing Tab

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Invoicing Tab

The Invoicing tab establishes how the invoice will be generated for this award, whether or not it’s a state award, if it should be auto approved, the minimum amount to invoice, and if additional forms are required.

exclaim This tab will display when Contracts & Grants Billing is turned on.

Invoicing tab field definitions

Title	Description
Additional Forms Description	Optional. Include a description of the additional forms that should be attached. Required when Additional Forms is checked.
Additional Forms Required	Optional. Check this box if additional forms are required before the invoice can be sent. When this box is checked the invoice will suspend and route to the Fund Manager.
Auto Approve	Optional. Check the box to indicate if the invoice should auto approve. If the invoice suspends it will route for processing.
Award Funding Expiration Date	Optional. The date that the letter of credit expires for this award.
Billing Frequency	Optional. The Billing Frequency determines what will display in the Invoice Details tab on the Contracts & Grants Invoice. Select a value from the list or use the lookup to find a valid value.
Dunning Campaign	Optional. Used to associate a Dunning Campaign with the Award.
Exclude from Invoicing	Optional. Check this box to prevent an invoice from being created.
Instrument Type	Optional. Describes the funding method for the award, select a value from the list.
Invoicing Letter of Credit Fund	Optional. Select the letter of credit fund that is associated with the award if Contracts & Grants invoices on this award will be paid by letter of credit draw, or use the lookup to find a valid value.
Invoicing Letter of Credit Fund Group	Display-only. If the Invoicing Letter of Credit Fund is selected, the associated letter of credit fund group will display.
Invoicing Option	Optional. Indicates how invoices will be generated, options are available: Invoice by Account, Invoice by Award, Invoice by Contract Control Account and Invoice by Schedule. Select a value from the list.
Last Billed Date	Display-only. The Last Billed Date reflects the current billing cycle and will be the last day of the prior month. Non-LOC Awards: This field is updated when the last invoice for this billing cycle and award is final, so the Last Billed Date on the Award and on the Contracts & Grants Billing Invoices may not always match. LOC Awards: This field will be updated to the day prior to the Contracts & Grants Invoice create date and will always match the Last Billed Date on the Contracts & Grants Invoice.
Minimum Invoice Amount	Optional. Indicates the amount above which an invoice will be generated.
Reason for excluding from invoicing	Optional. Indicate the reason the award is being excluded for invoicing. Required when Exclude from Invoicing is checked.
State Transfer	Optional. Identifies invoices as state transfer transactions, however, this field was removed from the Contracts & Grants Invoice and does not provide any functionality. This field may be removed in a future release.
Stop Work	Optional. Check this box to indicate that work has stopped on this invoice. Invoices will suspend when this box is checked and route to the Fund Manager for review.
Stop Work Reason	Optional. Indicate the reason Stop Work has been checked. Required when Stop Work is checked.