How to request an invoice / credit note for goods or services
This process does not relate to income for research activity.
Invoices less than £50 will not be processed without reasonable justification as the administrative cost to process outweighs the revenue.
Check if a customer is setup on the finance system (Oracle)
If you have Oracle and AR Enquiry you can check yourself. Alternatively you may contact the sales invoicing team.
How to reactivate or setup a new customer
If they are not setup or active on the system, a customer account form will need to be sent to them for completion. The completed form needs returning to email@example.com. You will be informed when the customer is activated.
UoM standard terms and conditions for the sales of goods and services.
The invoice / credit note request form must be completed.
The supporting documentation must comprise one of the following:
- Purchase order document, most large organisations (Blue Chip, Local Government, HE) will not pay an invoice without a purchase order number.
- A signed contract by both parties
- Written agreement in place between the University & customer
- A completed sales order signed by both parties.
Completed invoice / credit note request and supporting documentation must be emailed to firstname.lastname@example.org
Please see the Credit Control policy for further information.