Viewing an Agreement

Overview

Use this job aid to view budget billing agreements.

To view agreements:

1. From the Toolbar, click Accounts Receivable.
2. From the Accounts Receivable menu, select Budget Billing, and then select Budget Billing Agreements.
3. Select View An Agreement.
4. 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.
5. Click OK.
6. To view the detail for the budget billing agreement, select the agreement you want to view, and then click Select.
7. 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.
8. 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