Overview

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Methods for checking outstanding invoices are reviewed below.
 

Critical Concepts

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• Method 1: AR Aging Report
• Method 2: AR Invoice (requires Receivables module access - best for checking the status of a single invoice)
  
• Method 3: Review Customer Account (requires Receivables module access - best for viewing all outstanding invoices for a single customer)

Steps to Take

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Method 1: AR Aging Report

1. Go to the BUSINESS ANALYTICS HUB
2. Select the Budget & Finance tab
3. Select the Receivables & Cash Operations Panoramas tab
4. Run Report UCSD-DSH Accounts Receivable Panorama
5. The UCSD-DSH Accounts Receivable Panorama displays the List of Reports
6. Select Receivables Aging Report
7. Input the Contract Number in the parameters

Method 2: AR Invoice

1. Go to the Oracle homepage
2. Select the Billing and Receivables module > then select Billing
3. Select the magnifying glass to search the Transaction Number (invoice number) > select Search
4. Open the invoice by selecting the Transaction Number hyperlink
5. Click on the Status hyperlink "Complete"
   

1. If the Invoice was paid (fully or partially), you can look up the Receipt information by selecting Actions > View Transaction Activities
   
   1. 
   2. 

Method 3: Review Customer Account

1. Go to Billing and Receivables > Billing > Review Customer Account > Search by Customer Name or Account Number
   

1. Select the Activities tab > adjust the Date Range and make sure to View Activities By "Total Open Receivables" or "All"