ITrack/Enterprise/Reports/Billing Statement - Revision history

Jbonge: /* Global Settings */

2022-05-25T15:22:53Z

Global Settings

← Older revision		Revision as of 10:22, 25 May 2022
Line 25:		Line 25:
	* Other setting value: company		* Other setting value: company
	* This determines whether to display contact as the first line of the customer address box with company as the second, or company as the first line of the customer address box with contact as the second. This setting affects multiple reports.		* This determines whether to display contact as the first line of the customer address box with company as the second, or company as the first line of the customer address box with contact as the second. This setting affects multiple reports.

			==Customer Facing Reports: font override==
			* Default setting value: Arial
			* Other setting values: any other installed font
			* This setting affects Billing Statement, Purchase Order, Sales Order, Transfer Order, Vehicle Spec Sheet, and Work Order (both Internal and External). Specifying an invalid font will cause reports to fall back on the default, Arial.

	==Billing: Header Option #==		==Billing: Header Option #==
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	\| Logo on the left.<br>Address box is approximately 1/4" from the left and 2 1/4" from the top.		\| Logo on the left.<br>Address box is approximately 1/4" from the left and 2 1/4" from the top.
	\|}		\|}

	~~==Customer Facing Reports: font override==~~
	* Default setting value: Arial
	* Other setting values: any other installed font
	* This setting affects Billing Statement, Purchase Order, Sales Order, Transfer Order, Vehicle Spec Sheet, and Work Order (both Internal and External). Specifying an invalid font will cause reports to fall back on the default, Arial.

	==Billing: hide terms==		==Billing: hide terms==

Jbonge: /* Global Settings */

2022-05-25T15:22:15Z

Global Settings

← Older revision		Revision as of 10:22, 25 May 2022
Line 56:		Line 56:
	\| Logo on the left.<br>Address box is approximately 1/4" from the left and 2 1/4" from the top.		\| Logo on the left.<br>Address box is approximately 1/4" from the left and 2 1/4" from the top.
	\|}		\|}

			==Customer Facing Reports: font override==
			* Default setting value: Arial
			* Other setting values: any other installed font
			* This setting affects Billing Statement, Purchase Order, Sales Order, Transfer Order, Vehicle Spec Sheet, and Work Order (both Internal and External). Specifying an invalid font will cause reports to fall back on the default, Arial.

	==Billing: hide terms==		==Billing: hide terms==

Jbonge: /* Billing: memo */

2021-04-16T13:49:13Z

Billing: memo

← Older revision		Revision as of 08:49, 16 April 2021
Line 88:		Line 88:
	* Other setting values: <any text>		* Other setting values: <any text>
	* This allows you to have a custom standard memo at the bottom of all billing reports, similar to the memo at the bottom of invoices. It can be different per store.		* This allows you to have a custom standard memo at the bottom of all billing reports, similar to the memo at the bottom of invoices. It can be different per store.

			==Billing: use HTML Interpretation on memo==
			* Default setting value: False
			* Other setting value: True
			* This toggles html interpretation in the memo field.

Jbonge at 19:10, 11 June 2019

2019-06-11T19:10:27Z

← Older revision		Revision as of 14:10, 11 June 2019
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	==Billing: hide terms==		==Billing: hide terms==
	* Default setting value: False		* Default setting value: False
	* Other setting ~~values~~: True		* Other setting value: True

	==Billing: Include Credit Balances==		==Billing: Include Credit Balances==
	* Default setting value: True		* Default setting value: True
	* Other setting ~~values~~: False		* Other setting value: False

	==Billing: include PO#s==		==Billing: include PO#s==
	* Default setting value: True		* Default setting value: True
	* Other setting ~~values~~: False		* Other setting value: False

	==Billing: show "continued on next page ....."==		==Billing: show "continued on next page ....."==
	* Default setting value: False		* Default setting value: False
	* Other setting ~~values~~: True		* Other setting value: True

	==Billing: show balance at top of document==		==Billing: show balance at top of document==
	* Default setting value: False		* Default setting value: False
	* Other setting ~~values~~: True		* Other setting value: True

	==Billing: Standard/OIA/PA==		==Billing: Standard/OIA/PA==
	* Default setting value: Standard		* Default setting value: Standard
	* Other setting values: OIA, PA		* Other setting values: OIA, PA
	* This determines the structure of the billing report body. OIA = Open Item Accounting: the report will show unbalanced invoices contributing to the total balance, including any finance ~~charages~~. PA = Period Activity: the report will show a balance-forward, if applicable, plus all transactions that occurred in the specified date range contributing to the total balance. Standard = the default option, which is a hybrid combination of both OIA and PA.		* This determines the structure of the billing report body. OIA = Open Item Accounting: the report will show unbalanced invoices contributing to the total balance, including any finance charges. PA = Period Activity: the report will show a balance-forward, if applicable, plus all transactions that occurred in the specified date range contributing to the total balance. Standard = the default option, which is a hybrid combination of both OIA and PA.

	=Store Settings=		=Store Settings=

Jbonge: /* Header Options */

2019-06-11T18:00:20Z

Header Options

← Older revision		Revision as of 13:00, 11 June 2019
Line 31:		Line 31:
	* This determines header layout. There are different options to accommodate different envelope address window placement, allocated space preferences, and logo location preferences.		* This determines header layout. There are different options to accommodate different envelope address window placement, allocated space preferences, and logo location preferences.

	~~=== Header Options ===~~
	{\| class="wikitable"		{\| class="wikitable"
	! scope="col" width="75px" \| Option #		! scope="col" width="75px" \| Option #
Line 39:		Line 38:
	\| 1		\| 1
	\| [[File:Billing1.png\|200px\|thumb\|center]]		\| [[File:Billing1.png\|200px\|thumb\|center]]
	\| Takes up the least space.<br>Not intended for use with envelope windows.		\| Default Option.<br>Takes up the least space.<br>Not intended for use with envelope windows.
	\|-		\|-
	\| 2		\| 2
	\| ~~image~~		\| [[File:Billing2.png\|200px\|thumb\|center]]
	\| ~~words~~		\| Logo on the right.<br>Address box is approximately 3/4" from the left and 2 1/4" from the top.
	\|-		\|-
	\| 3		\| 3
	\| ~~image~~		\| [[File:Billing3.png\|200px\|thumb\|center]]
	\| ~~words~~		\| Logo on the left.<br>Address box is approximately 3/4" from the left and 2 1/4" from the top.
	\|-		\|-
	\| 4		\| 4
	\| ~~image~~		\| [[File:Billing4.png\|200px\|thumb\|center]]
	\| ~~words~~		\| Logo on the right.<br>Address box is approximately 1/4" from the left and 2 1/4" from the top.
	\|-		\|-
	\| 5		\| 5
	\| ~~image~~		\| [[File:Billing5.png\|200px\|thumb\|center]]
	\| ~~words~~		\| Logo on the left.<br>Address box is approximately 1/4" from the left and 2 1/4" from the top.
	\|}		\|}

Jbonge: /* Header Options */

2019-06-11T17:22:12Z

Header Options

← Older revision		Revision as of 12:22, 11 June 2019
Line 34:		Line 34:
	{\| class="wikitable"		{\| class="wikitable"
	! scope="col" width="75px" \| Option #		! scope="col" width="75px" \| Option #
	! ! scope="col" width="~~250px~~" \| Preview		! ! scope="col" width="225px" \| Preview
	! ! ! scope="col" \| Notes		! ! ! scope="col" \| Notes
	\|-		\|-
	\| 1		\| 1
	\| [[File:Billing1.png\|200px\|thumb\|center~~\|Billing Header Option # 1~~]]		\| [[File:Billing1.png\|200px\|thumb\|center]]
	\| Takes up the least space. Not intended for use with envelope windows.		\| Takes up the least space.<br>Not intended for use with envelope windows.
	\|-		\|-
	\| 2		\| 2

Jbonge: /* Billing: Header Option # */

2019-06-11T17:18:24Z

Billing: Header Option #

@@ Line 29: / Line 29: @@
 * Default setting value: 1
 * Other setting values: 2, 3, 4, 5
-* This determines header layout.  There are different options to accomodate different envelope address window placement, allocated space preferences, and logo location preferences.
+* This determines header layout.  There are different options to accommodate different envelope address window placement, allocated space preferences, and logo location preferences.
 ==Billing: hide terms==

Jbonge at 18:14, 10 June 2019

2019-06-10T18:14:55Z

← Older revision		Revision as of 13:14, 10 June 2019
Line 29:		Line 29:
	* Default setting value: 1		* Default setting value: 1
	* Other setting values: 2, 3, 4, 5		* Other setting values: 2, 3, 4, 5
			* This determines header layout. There are different options to accomodate different envelope address window placement, allocated space preferences, and logo location preferences.

	==Billing: hide terms==		==Billing: hide terms==
	* Default: False		* Default setting value: False
			* Other setting values: True

	==Billing: Include Credit Balances==		==Billing: Include Credit Balances==
	* Default: True		* Default setting value: True
			* Other setting values: False

	==Billing: include PO#s==		==Billing: include PO#s==
	* Default: True		* Default setting value: True
			* Other setting values: False

	==Billing: show "continued on next page ....."==		==Billing: show "continued on next page ....."==
	* Default: False		* Default setting value: False
			* Other setting values: True

	==Billing: show balance at top of document==		==Billing: show balance at top of document==
	* Default: False		* Default setting value: False
			* Other setting values: True

	==Billing: Standard/OIA/PA==		==Billing: Standard/OIA/PA==
	* Default: Standard		* Default setting value: Standard
			* Other setting values: OIA, PA
			* This determines the structure of the billing report body. OIA = Open Item Accounting: the report will show unbalanced invoices contributing to the total balance, including any finance charages. PA = Period Activity: the report will show a balance-forward, if applicable, plus all transactions that occurred in the specified date range contributing to the total balance. Standard = the default option, which is a hybrid combination of both OIA and PA.

	=Store Settings=		=Store Settings=

	==Billing: memo==		==Billing: memo==
	* Default: <empty space>		* Default setting value: <empty space>
			* Other setting values: <any text>
			* This allows you to have a custom standard memo at the bottom of all billing reports, similar to the memo at the bottom of invoices. It can be different per store.

Jbonge: /* Global Settings */

2019-06-06T21:36:47Z

Global Settings

← Older revision		Revision as of 16:36, 6 June 2019
Line 23:		Line 23:
	==Customer Addresses display (contact/company) first==		==Customer Addresses display (contact/company) first==
	* Default setting value: contact		* Default setting value: contact
	* Other setting value~~(s)~~: company		* Other setting value: company
	* This determines whether to display contact as the first line of the customer address box with company as the second, or company as the first line of the customer address box with contact as the second. This setting affects multiple reports.		* This determines whether to display contact as the first line of the customer address box with company as the second, or company as the first line of the customer address box with contact as the second. This setting affects multiple reports.

	==Billing: Header Option #==		==Billing: Header Option #==
	* Default setting value: 1		* Default setting value: 1
	* Other setting ~~value(s)~~: 2, 3, 4, 5		* Other setting values: 2, 3, 4, 5

	==Billing: hide terms==		==Billing: hide terms==

Jbonge: /* Billing: Header Option # */

2019-06-06T21:36:22Z

Billing: Header Option #

← Older revision		Revision as of 16:36, 6 June 2019
Line 27:		Line 27:

	==Billing: Header Option #==		==Billing: Header Option #==
	* Default: 1		* Default setting value: 1
			* Other setting value(s): 2, 3, 4, 5

	==Billing: hide terms==		==Billing: hide terms==