Payment for a UWA invoice
When logged into PeopleSoft, navigate from the Main Menu to:
- Accounts Receivable
- Customer Accounts
- Item Information
- Item List
In the Business Unit field confirm or enter Business Unit number
In the Customer field enter Customer ID number (For details refer to: Looking up a customer in PeopleSoft)
Change the Status to All from the drop down menu (this ensures all information is displayed)
Click Search. The results will be displayed.
To look for a specific invoice, the business unit and customer fields can be left blank:
- Select Advanced Search.
- Type the invoice number in the Invoice Field
- Click Search.
Note: the Item number is also the invoice number.
From the results, if there is a dollar value in the Item Balance column the invoice has not been paid. If there is no balance, click on the ‘Item’ number hyperlink (invoice number), for transaction details/history to be displayed. Click the Item Activity tab and Refer Payment ID. Payment ID descriptions are as follows:
- 1/1 – Receipt through Cashier (Cheque, Visa, MasterCard. Diners and AMEX not accepted)
- B/S – Electronic Funds Transfer to UWA Bank Account
Note: If Maintenance is indicated next to Payment ID – a credit note has been raised and the invoice has been cancelled. Click on the hyperlink for details.