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  1. Refine PCR Service Order with Actions & Charges that actually occurred

  2. Copy Service Order description into each Charge description, verify total charges and GLA

  3. Move Service Order from Pending to Complete, Save, Finalize order effective today

Monthly billing for JV customers

Monthly charge creation

AdobeSign rebilling

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  1. Update tabs for customers shown in Receivables in Cash customers google sheet to reflect current date/charges

    1. date: end of billing period, due date: add 30, invoice & charges from bill (Admin > Billing > Bills)

  2. Print each active customer tab as PDF (I:\Administrative\FY 2020-2021\FY21 Director Documents\Alex\Cash Customers)

  3. Email PDFs to GLA Primary contacts shown in https://docs.google.com/spreadsheets/d/19ekCxUVFmVKtCUqLM7sLxKjYcSCeG-VsafVrGJeSIVc/edit#gid=0

    1. “Attached is your PSU Telecom billing for the month of XXXX.  Please remit payment as soon as possible.  If you have any questions, direct them to me at help-billing@pdx.edu.”

    2. and update latest billing column to show current month was billed

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