Previewing, Printing, and Posting Billing Memos

1. Go to Revenues > Billing > Billing Memos.

2. Click Preview.

3. From the drop-down menu select the Billing Status of the billing memos to preview.

4. Select the billing memo or memos you want to see and click Preview.

The billing memo opens in Adobe Acrobat Reader.

5. Use the Adobe Acrobat Reader navigation icons to view the billing memo.

 

1. Go to Revenues > Billing > Billing Memos.

2. Click Print/Post, and click OK in the message screen that reminds you to preview the billing memo.

3. From the drop-down lists select the Billing Status.

4. Click to select the Invoice/Cover Letter Options and Invoice Copy Options.

5. Select the billing memo or memos you want to print, and click Print or Reprint.  

6. The print preview displays. Use the Adobe Acrobat Reader navigation icons to view and print the selected information.

7. Memo Date automatically populates, Memo Number changes from NP (Not-Printed) to the printed memo number, and Billing Status changes to Printed.