Billing
The Billing module in SWIFT is used to enter and process bills for State of Minnesota customers. Guides on this page cover how to enter bills, create adjustments, and process bills into the Accounts Receivable module.
Customers
- Enter a New Customer
- Create and Update Customer Contacts
- Search for a Billing/AR Customer
- Update Customer Address Locations
- Emailing Customers Invoices
Maintain and Process Bills
Enter Bills
- Enter a Bill with Standard Bill Entry
- Create New Bill with Copy Single Bill
- Create a Recurring Bill
- Create Installment Bill
- Create Installment Bill Plan
- Delete Cancelled Bills
- Process-Project-Expense Combo
- Set Up Distribution and Charge Codes
Credit Bills
- Credit an Entire Bill (Adjust Bill)
- Credit Bill and Rebill
- Credit Bill with Copy Bill
- Credit Bill Lines
- Credit Bill Approval Process
Process Bills
- Single Action Invoice Process
- Configure a Run Control ID to Email
- Troubleshoot Single Action
- Correct Budget Check Errors
- View the Billing General (Express Billing) page
- Correct Staged Acctg Errors
- Print Pro Forma
- Reprint Invoices
- Run Copy Bill Group Process
Review Billing
- View Bill Summary Information
- View Bill Details
- View Adjustment History
- View Adjusted Bill Line History
- View AR Pending Items
- View Recurring Bill Schedule
- Review Entries by Invoice
- Review Entries by Journal
- View Supporting Documentation
- Review Invoices Error
- Bills Invoiced
- Bills Not Invoiced
- Lines Invoiced
- Lines Not Invoiced