Need help with billing topics in Core-CT? We’ve assembled a host of training resources, job aids, and more to help you use Core-CT to complete billing tasks. Explore the topics below for more specific guidance and information.
Billing job aids
- Adjustments - Adjust entire bill (PDF) - Learn how to use the Adjust Entire Bill function, which gives the user two actions: Credit Entire Bill or Credit & Rebill.
- Adjustments - Adjust selected bill lines (PDF) - Learn how to correct mistakes on select bill lines, but not every bill line.
- Audit logs - Billing audit logs (PDF) -Learn how to view information about prior actions taken on an invoice.
- Billing - Email invoices with supporting documentation (PDF) - Learn how to automatically email supporting (backup) documentation to customers upon running the Finalize and Print Invoices process.
- Billing process - Copy a single bill (PDF) - Learn how to create new bills with the same information as the bill being copied. This is a very beneficial feature when all or most of the information will remain the same on the copied bill.
- Billing process - Create a bill (PDF) - Learn how employees with the CT Billing Processor role can create a bill.
- Billing process - Delete cancelled bills (PDF) - Learn how to delete bills in a Cancelled (CAN) bill status for a given business unit.
- Billing process - Finalize and print invoices (PDF) - Learn how to produce a final PDF invoice that can be sent to the customer, kept on file by the agency, etc.
- Billing process - Print pro forma (PDF) - Learn how to produce a sample PDF Pro Forma invoice that gives the Billing Processor a preview of what the actual invoice looks like.
- Billing process - Reprint invoice (PDF) - Learn how to produce a copy of an original invoice that can be re-sent to the customer, kept on file for record, etc.
- Billing reports - Invoice register (PDF) - Learn how to run an Invoice Register report, which is used by agencies to review invoiced bills created in Core-CT.
- Customer - Create a customer (PDF) - Learn how to create and/or update an existing Customer in Core-CT. A Customer must be set up to create invoices.
- Customer - Create a customer contact (email invoices) (PDF) - Learn how to create or update a Customer Contact in Core-CT, which must be set up to email invoices as attachments when the Final and Print Invoice process is run.
- Customer report - Contacts by SetID (PDF) - Learn to run a Contacts by SetID report, which displays the Customer IDs that are associated with Customer Contacts.
- Customer report - Customers by SetID (PDF) - Learn to run a Customers by SetID report, which presents all agency Customers with their attributes like Customer ID, name, address, etc.
- FHWA - Create federal highway file (DOT only) (PDF) - Learn how to run the Create Federal Highway File, which is used to create a Federal Highway extract file for invoices with customers designated as Federal Highway File customers.
- FHWA - Federal highway billing overview (DOT only) (PDF) - Read an overview of the prerequisites required for the Federal Highway Billing process.
- FHWA - Recreate federal highway file (DOT only) (PDF) - Learn how to Recreate Federal Highway File. This process is used to recreate a Federal Highway extract file for invoices that were included in a particular run.
- FYE - Update billing distribution code (PDF) - Learn how to update a Billing Distribution code with the date for the new fiscal year.
- Review billing information - details (PDF) - Learn what tool to use when you’re looking for specific information for a single bill, including the accounting distribution, or to confirm how the bill was sent to the customer.
- Review billing information - summary (PDF) - Learn what tool to use when you’re looking for summarized information for a single bill, including how/when the invoice was sent to the Customer, and other options that have been set and processes that have been run the for the bill.
- WorkCenter: Billing WorkCenter (Fluid) (PDF) - Learn the basics of the Billing WorkCenter, the revamped navigational center for Core-CT users. It features an efficient Fluid look to help users access frequently used pages, based on their Billing security roles.
- WorkCenter: WorkCenter personalization (PDF) - Learn how to personalize your Billing WorkCenter to be most efficient to your role with the State.