A billing plan is added in the Research Accounting setup stage by a Central Grant Maintainer. There are four billing plans, and only external funds are billed.

SIMBA Billing plan tab

Figure 5: Grant set up billing tab

Milestone Billing
- Based on events stipulated in the agreement with the Sponsor
Periodic Billing
- Fixed amounts for a regular time period (monthly, quarterly, etc.)
Resource Related Billing (RRB)
- Based on resource consumption and identifies billed versus unbilled expenditures and posts revenue to grants
Manual
- Invoices are manually created

Resources

SIMBA: Grant Refund Invoice Workflow (PSU resource) provides information about the SIMBA Workflow for grant refunds.
Maintain Billing Due List (RRB Mass) (video) shows how the list is used to post and save Memo requests.
Cancel Billing Document (PSU resource) cancels a billing document after running the RRB (Resource Related Billing) program.

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