Billing Statement

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    Kymber Taylor

    Hi Kris, no I don't think Org is always required - in monsters - I ran a search on Customer "abb2" and it returned a billing statement for that customer.

    The Statement Format: Summary will show all outstanding invoices and Detail shows activity since the last Billing Statement was run.

    Including Zero Balances will show invoices and payments that net to zero.

    The reports are not easily modifiable - they are created in Jasper Reports and will require coding. FWIW - this was a report created for regular AR. There are several known issues and the page already being processed is one of those known issues.

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    Kymber Taylor

    Kris Alise (Cornell)
    Aha... I see the Summary vs detail and zero bal is just our limited experience and data set;( everything is current because we refresh the environment so often.) Thanks for the clarification! The reports will probably be fine, we'll see the differences over time.  As for running the billing statement, if I only enter the Chart, no reports generate. Only when an account, customer or org is selected with the chart will it generate a report. Thanks so much!

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    Kymber Taylor

    Right - the chart and org and probably chart and account go together.

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