Creating an Invoice in Receivables


This article is intended to assist and demonstrate to Financial Information System (FIS) users how to create an invoice, including the option to split the revenue to more than one Chart of Accounts (CoA) in Oracle Financial Cloud (OFC). 

Critical Concepts

    1. How to Determine the Oracle & Concur Standard Roles Departmental Preparers Need
    2. Oracle and Concur Role Requests Form
    3. In case of any issues running the reports, please submit a ticket

Steps to Take

Creating an Invoice


1. Login to Oracle Financial Cloud (OFC)
2. Select Company Sign-on and use your SSO information
3. Select Billing and Receivables then Billing
4. Click the Tasks icon on the far right
5. In Transactions, select Create Transaction
6. In Business Unit, select your respective unit; Campus, Foundation, Physician Group, Population Health
7. In Transaction Source, select Manual
8. In Transaction Type, select Invoice


9. In Customer Bill-to Name, search for Customer, enter your choice of Name or Account Number e.g. IBM WATSON HEALTH IMAGING, press enter
10. In Payment Terms, Net 30 is applied as default, per A/R Policy Best Practice
11. In Invoice Lines, enter a Description, Quantity and Unit Price


12. In Line 1, enter Description: Services, Quantity: e.g. 1, and Unit Price: e.g. 500
13. In Line 2, enter Description: Services, Quantity: e.g. 5, and Unit Price: e.g. 200
14. Click Save, upper left now displays, Edit Transaction: Invoice #xxxxx


15. Click on Actions and Edit Distributions
16. In Edit Distributions dialog box, on Line 2, modify the default receivables and revenue chart strings 
17. In the Distribution column, click the icon

  • Modify the Receivables line to include the appropriate chart segments (entity, fund, financial unit) for your department
    • Account 129043 is the preferred receivables account for miscellaneous billing
    • Function code must equal to 000
  • Modify Revenue line(s) to include the appropriate chart segments (entity, fund, financial unit, account, etc.) for your department

18. Click Save and Close


19. At the top of the page, if you’d like to preview the Invoice select Complete and Review, or to finalize, select Complete and Close to return to the Receivables Billing work area



If you still have questions or need additional assistance, please submit a ticket.