Overview

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 This article will review how Clinical Trials are setup, from Kuali Research to creating Invoices

Steps to Take

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1. To create an Invoice, log into SPARCM
2. In the Search field, enter the Project Number
3. Click the HS Billing button to search

4. If the search is successful, the Clinical Trials Account page displays, click the Invoices tab

5. On the Invoices tab, click the On-Demand Tools drop down menu and select Create Invoice

6. A confirmation dialog box will display, click OK

7. On the Invoices tab, a new Invoice line will display at top of list

8. Select the new Invoice line to highlight it

9. At the bottom left of the page it notes that you are editing the highlighted Invoice, You are editing invoice for:...............

10. Once the Invoice is highlighted, click the Invoice Details tab

11. In the Invoices Detail tab, on the left hand side, click the Edit button 

12. The Invoice Edit page will display

13. For the Fixed Cost, Description field, enter the Invoice line item, e.g. Administrative Start Up Fee and the Amount for that line item

14. Continue to enter Fixed Cost, Reimbursable Cost, and Worksheet items, if applicable, including the Description and Amount for each line item

15. Once all your line items are entered, at the bottom of the page, click Save , and close the window

16. After saving the Invoice, in Invoice Details, click Approve

17. Email the Invoice to the Sponsor, in Invoice Details, click the Email button in the upper left corner

18. Click Sponsor to populate the sponsor's email address in the To field

19. A PDF of the Invoice is automatically attached, enter a Message and click Send

20. The process of creating an Invoice in SPARCM is complete