Office of Business Operations

AR Customer Guidelines

AR Customer Guidelines and Naming Conventions:

Customer Type

Format

Example

 Person

(Last Name) (First Name) (Middle Initial)

Smith John A

OrganizationComplete name of the Organization

Veridian Credit Union

Organization with a specific department/areaComplete name of the Organization
and the department / area name will be on address line 1
Veridian Credit Union
Address Line 1: Accounts Payable
Public School District
(District Name) Comm School District

Cedar Falls Comm School District

Public Schools (Specific School)(District Name) Comm School District
and the Specific School name will be on address line 1
Cedar Falls Comm School District
Address Line 1: Peet Junior High School
Municipalities(Location), (Municipality) ofCedar Falls, City of
Washburn, Town of
Government Agencies - FederalUS Dept of (name)
(or, if a service)
US (name) Service
US Dept of Education
US Postal Service
Government Agencies – Federal
with a specific department / area
US Dept of (name)
and the department / area name will be on Address Line 1
US Dept of Education
Address Line 1: Committee on Special Education
Government Agencies - State(State) Dept of (name)Iowa Dept of Education
Government Agencies – State
with a specific department / area
(State) Dept of (name)
and the department / area name will be on address line 1
Iowa Dept of Education
Address Line 1: Accounting Dept
Universities and Colleges(Legal Name)University of Iowa
Iowa State University
Universities and Colleges
with a specific department / area
(Legal Name)
and the department / area name will be on address line 1
University of Iowa
Address Line 1: Dept of History
Hospitals
Complete name of the hospitalAllen Health System
Hospitals with a specific department / areaComplete name of the hospital
and the department / area name will be on address line 1
Allen Health System
Address Line 1: Cardiac Rehabilitation

Additional tips:

  • DO check first to see if the Customer exists. If it exists, add a new Address Site for your department.
  • DON’T choose an address with another department as the Department Location when creating an invoice, DO add a new Address Site for your department.
  • DO use the Customer Contact name to direct the invoice to a specific person or department - the Customer Contact can either be a person or a department (e.g., Accounts Payable). The Customer Contact name prints on the invoice directly below the Customer Name (unless you delete it during invoice creation). Normally, the use of “attn: <name>” is not necessary.
  • DO use US Postal Service abbreviations (http://www.usps.com/ncsc/lookups/abbrev.html).
  • DO place a PO Box, if applicable, as the last line of the address (below a street address).
  • DO use % instead of c/o (if the % is even necessary) - the / is a command that tells some printers to go to a new line.
If you have any questions about AR Customer Guidelines or Naming Conventions, please contact the Accounts Receivable team at accounts.receivable@uni.edu or by phone at 319-273-2162.