Introduction to the Billing Cycle

The folloiwng is a brief summary of the UW CORAL billing cycle:

1. The month ends.
2. Users retrieve their unfinalized invoices from the invoice site and request any needed changes.
3. Staff reconcile CORAL's records using the Billing > Logbook tab. (optional)
4. Fiscal staff review the full billing using the Billing > Full tab.
5. Fiscal staff generate and send invoices using the billing cycle tab.
6. Users retrieve their finalized invoices from the invoice site (optional).

The following pages describe steps 2, 5 and 6 in greater detail. It is assumed that the reader already understands member, project, and account information; the use of the Billing tab; and how activity is transformed into billing records.

• The user-facing invoice site
• UW CORAL's Billing > Cycle tab