Customer Billing

Quantum Customer Billing is used to bill an individual or entity for goods or services provided by UMB departments.

Common examples are training, lab space, research services, etc.  Quantum Customer Billing is to be used when the revenue received will be credited to a non-sponsored source (i.e. Source Codes other than 285 and those that begin with “3”.  Bills for grants and contracts are generated by Sponsored Projects Accounting and Compliance (SPAC).

Quick Links

Forms and Policies

Customer Billing and Collections Policy

Customer Billing and Collections Procedure

Foundation Reimbursements (UMBF & USMF)

Customer Billing in Quantum Financials is used to bill individuals or external entities for goods or services provided by departments of the University of Maryland, Baltimore (UMB).

Common examples include training, lab space, and research services. Use Customer Billing when the revenue will be credited to a non-sponsored source (for example, Source Codes other than 285 or those that begin with “3”).

When to Use Customer Billing

Use Customer Billing when:

• A third party owes payment to UMB (cash inflow).
• Revenue will post to a non-sponsored source (i.e. Source Codes other than 285 and those that begin with “3”).
• The department is responsible for initiating the invoice.

Do NOT use Customer Billing for:

• Grants and contracts are managed by Sponsored Projects Accounting and Compliance (SPAC).
• Payments owed by UMB to suppliers (process through Disbursements using the Non-PO Invoice process).

Customer Bill vs. NONPO Invoice

Understanding the difference ensures transactions are routed correctly.

Customer Billing Workflows

Customer Billing includes multiple processes depending on the type of transaction.

Billing and Collections Requirements

Departments are responsible for:

• Creating accurate and timely bills
• Assigning a collector
• Monitoring outstanding receivables
• Complying with Customer Billing and Collections policy

Payment Card Industry (PCI) Compliance

Resources

Job aids are available for departments responsible for Customer Billing in Quantum Financials.

Trainings

• Quick link to Customer Billing UPK Tutorials (Creating Customer Bills)