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Step 4 of the AR Invoice Cycle
- On the Accounts Receivable or Student Billing homepage, click on the Unposted Student Charge Report.
- Click on the Process Existing Charges link under the Charge/AR Processing section.
- Select Option Code 4, Mark Ready for Invoice.
- Specify a School Year.
- Specify an Invoice Type.
- Specify any other criteria that will allow the system to precise identify and mark the charges to be invoiced.
- Click Add Process Existing Charges (this step prepares the items to be processed).
- Next, click on the Actions button and select the Process Existing Charges action (this step runs the procedure that will flag the PCIs as ready to be invoiced).
- Run the Charges Ready to Invoice query to view charges marked as ready for invoicing.
Step 5: Add PCI’s to AR Invoices (Batch)
Step 6: Post AR Invoices