Overview
Use this job aid to view budget billing agreements.
To view agreements:
- From the Toolbar, click Accounts Receivable.
- From the Accounts Receivable menu, select Budget Billing, and then select Budget Billing Agreements.
- Select View An Agreement.
- In the Name Id box, click Lookup or type * and press Enter, and then select the name id you want to view a budget billing agreement for, or type the name id that you want to view a budget billing agreement for.
- Click OK.
- To view the detail for the budget billing agreement, select the agreement you want to view, and then click Select.
- To print the budget bill agreement, click Print, select Budget Bill Agreement, click Continue, enter your printer settings, and then click OK to print the agreement.
- To view the invoices associated with this budget bill agreement, click Invoices.
Learn more about Budget Billing feature:
- Adding an Agreement
- Viewing an Agreement
- Editing an Agreement
- Generating Recurring Invoices
- Enter a Manual Recurring Invoice against Agreement
- Reconciling/Closing an Agreement
- Printing the A/R Budget Billing Report
- Printing the A/R Budget Billing Report with Invoice Detail
- Budget Billing Detailed Instructions
- Budget Billing Instructions