Payment for a UWA invoice

How can I check a customer has paid 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.

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