Invoicing (Billing)

Invoicing is a request to generate a bill or invoice to an outside entity not directly related. The invoice would either reimburse a unit, department, or college at California State University, Fullerton or record accounts receivable/revenue. Invoicing is also known by the campus community as “reimbursed activities”. Only Accounting Services may invoice or bill on behalf of the University.

Some examples of Invoicing include:

  • Invoicing to outside agencies, vendors, or individuals for activities performed
  • Invoicing campus auxiliaries such as the CSUF Auxiliary Services Corporation (ASC)
  • University facility rentals
  • Professional sports team invoicing for usage of University facilities
  • Some abatements

IMPORTANT:  Contact Budget Planning and Administration for ALL salary related adjustments (601xxx/602xxx/603xxx).

Forms: 

Request for Invoice (RFI) form
          - Invoice is generated on demand
Expenditure Transfer Request (ETR) form
          - Use of 7xxxx billable program code = Customer ID (mapping)
          - Invoice is Generated once a month (usually on the 5th business day before month-end close)
    

How to bill?

 

Sample Invoices:

Request for Invoice (RFI) - 7xxx billable program code is NOT required

     - ReimbursementPDF File Opens in new window
     - RevenuePDF File Opens in new window
     - TravelPDF File Opens in new window
     - LCD/PayrollPDF File Opens in new window

7xxx Billable Program Code Transactions

     - Service Provider ChargebackPDF File Opens in new window
     - LCD/PayrollPDF File
     - Expenditure Transfer Request (ETR)PDF File Opens in new window
     - Accounts Payable Voucher (REQ to PO or Direct Expense)PDF File Opens in new window