Design Invoice to Send to Customer with Charge Details

If you need to create an invoice for a customer and need to include details about the charges.

Customer Accounts for Banner AR

Search Banner AR for customer.

  • GAR
    • Before creating a new GAR customer account in Banner AR, you must conduct a thorough search to determine if an account already exists. Because Banner is an integrated system and some data is shared between systems, it is critical to perform searches for existing records before creating new ones.  Duplicate records can cause a variety of problems in the Banner system.  See Bursar - Accounts Receivable Processing for instructions on conducting searches in Banner.
      • If customer does not exist, request new account by filling out a General Accounts Receivable (GAR) Account Request form.
        • If you are unable to locate an existing GAR customer account in Banner AR, request a new account as follows:
          1. Verify and safeguard all personally identifying information of the customer. See Identity Theft Prevention (Red Flags Rule) Program
          2. Complete and submit a GAR Account Creation Request.
          3. University Bursar Accounts Receivable Operations (ARO) conducts another exhaustive search to confirm that a GAR account does not already exist in Banner AR.
          4. If an account already exists, ARO will notify you of the existing customer account number (9 digits beginning with @).
          5. If an account does not already exist, ARO will create the account, assign a unique customer account number (9 digits beginning with @), and notify you of the customer account number.
          6. For assistance in searching for or creating a customer account in Banner AR, contact ARO at
  • SAR
    • No action is required to create Student Accounts Receivable (SAR) customer accounts in Banner AR. SAR customer accounts are created and assigned a unique University Identification Number (UIN) by the university office of Administrative Information Technology Services (AITS) when a prospective student applies and is admitted to the university. SAR customer accounts are activated upon assessment of charges.

KeywordsGAR SAR   Doc ID133138
OwnerLearning Systems SupportGroupUI Training and Development Resources
Created2023-12-04 10:53:32Updated2024-05-28 14:56:04
SitesUniversity of Illinois Training and Development Resources
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