Page 8 - How do I Create an Express Bill

Creating an Express Bill

View the Pro Forma Invoice

You should run a Pro Forma Invoice ensure that you have keyed in everything correctly before submitting for approval.

1

1. Click the Pro Forma icon, located at the top of the Bill Entry page next to the
Pretax Amt field.

The invoice will be displayed in a separate window as a PDF
document.

If no further changes are needed, close the invoice window
and return to the Express Bill page.

Submit the Bill for Approval

Submit the bill using the Approvals link below the Bill Lines section. Once the bill is approved, it will be picked
up when you run the Finalize and Print process. The invoice can then be submitted to the customer via email
or manual printing and mailing, depending on the method selected for the Customer Contact.

 For more information, see the How do I Run the Finalize and Print Process? job aid.

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Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents