Step 10: Implement Billing Process
Collect and verify user billing accounts
For University Customers
Researchers and/or customers must provide valid account numbers. Some Units may require additional information such as a proposal/award notification.
Use your Financial Reporting System to verify the account is active and has sufficient funding.
For Non University Customers
Non-university customers should be invoiced via your campus Accounts Receivable/Billing system.
Account number received and verified?
If you are having trouble collecting account number before billing, contact your Control Unit
Recharge Activity Performed?
Notify Users of Charges
This is generally performed by e-mailing the business contact or project leader.
Initiate Billing Document in Financial System within 90 days of activity
It is recommended that billing is conducted every month. However, it is required that billing must take place within 90 days of the activity period.
Interdepartmental Billing within the same Campus location:
Use your Campus Financial Reporting System
Intercampus Billing Charges
Davis: (IOC) Fill out the form at the link below and send to General Accounting.
For Customers outside the University use:
Use your campus Accounts Receivable/Billing system.