Billing Statement
Answered
Kris Alise [Jan 23rd at 2:03 PM]
In looking at the billing statements, it appears the org is required in order to return results. Is this true? (there isn't an asterisk to indicate so)
Also, I cannot seem to return Zero Balance Customers; is this intending to include customers that have been billed and show payments to achieve the zero balance or would it include customers that had never been billed.
Thirdly, I'm wondering what the difference is between the detail and summary versions of the report. From what I can tell, it includes all of the same data elements but placement is different. In fact, the detail version looks like a cleaner summary.
Are these formats easily modifiable?
And lastly.... in order to run subsequent reports, it appears you need to refresh the page or it states "page already being processed by the server"....though it is not.
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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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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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