Billing 1 and 2

Target Audience

This course is aimed at staff who are required to bill external customers for goods and services provided by the University of Adelaide. Access to the Billing system is provided based on approval by the relevant Faculty Finance Manager and the Finance Branch as well as completion of appropriate training. Attendance at training does not guarantee access to the University's information systems.

Overview

The University’s Finance System enables the creating and recording of bills (invoices) for goods and services provided to external customers. This process assists departments and the University to monitor and manage their financial status. Billing 1 and 2 provides staff with the skills and knowledge to use the financial system to create and maintain the necessary electronic and paper invoices.

Prerequisite and Co-requisite Courses

The two Billing units must be completed in the specified order. Completion of the following courses is highly desirable: Purchasing and General Ledger.

Course Duration

Total 7 hours, divided into 2 units of 3.5 hours each.

Competencies

At the completion of the course, attendees will be able to:

1. Enter a bill online.
2. Change the status of a bill and print a pro-forma invoice.
3. Finalize and print an invoice.
4. Credit and rebill an invoice.
5. Research a bill.
6. Create an invoice register report.
7. View accumulation balances.
8. Copy an existing bill.
9. Copy a group of bills.
10. Create a recurring bills.
11. Add and maintain customer information.
12. Practice debtor management – including viewing information and recording conversations.

For further details about courses go to the schedule of courses at the ITS training site.