Online Invoice Tutorial

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On-line Invoice Tutorial
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On-line Invoices

• This tutorial will demonstrate how to access the
  on-line invoicing system in LINK and access and
  print invoices.
• Benefits of viewing invoices on-line include
• View transportation invoices sooner, but tariff
  due dates for billing and payment of
  transportation invoices remain the same
• View preliminary transportation invoices in
  advance to aid in financial planning or resolve
  any discrepancies prior to actually being billed
• Save and print transportation invoices in .PDF
  format and print as many copies as are needed
• Select just the supporting reports desired or
  select all reports and
• View previous transportation invoices (a rolling
  12 month archive will be maintained).

Click to go to the next slide.
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On-line Invoices
After logging into the LINK System, select
Invoicing in the Menu Tree.
Under Invoicing, select Invoice in the Menu
Tree.
Under Invoice, select Invoice Customers in
the Menu Tree.
Click to go to the next slide.
Click to go to the previous slide.
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On-line Invoices
The left box lists the Invoice Groups that can be
viewed.
Clicking on the box to the left will select that
Invoice Group.
Or, clicking on the column heading will select
all Groups.
Once the Invoice Group is selected, click the
Add Button.
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On-line Invoices
Once the Add Button is clicked, the selected
Invoice Group(s) move to the right box.
To select which Invoice Group to view, click the
box to the left of the Invoice Group.
Or, click the column heading to select all
Invoice Groups.
Move the cursor over Related Screens and select
View Invoices to view on screen.
Select Print Invoices to print the invoice for
the Invoice Group(s) selected.
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On-line Invoices
Once View Invoice or Print Invoice in
Related Screens is selected, the screen above
will appear. Select the Invoice Group Number to
generate the invoice.
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On-line Invoices
The generated invoice will be identified as
preliminary until a notice is posted that the
invoice has been finalized by the SET Billing
Department.
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On-line Invoices
To view a previous months invoice, change the
Inv Period Date by either entering a new date
or clicking the Calendar Button.
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On-line Invoices
To select which supporting documentation is
included with the invoice, click the
Include/Exclude Reports Button.
Click on the box next to the various report names
to select/deselect the desired reports.
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On-line Invoices
EXIT