Difference between revisions of "ITrack/Enterprise/Reports/Billing Statement"

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(Created page with "=Billing Statement= ==Report Description & Parameters== Standard customer-facing Billing Statement Report. This report has several settings for customizing features. PARAM...")
 
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==Report Description & Parameters==
==Report Description & Parameters==
Standard customer-facing Billing Statement Report.  This report has several settings for customizing features.
Standard customer-facing Billing Statement Report.  This report has several settings for customizing features.


PARAMETERS:
PARAMETERS:

Revision as of 14:12, 6 June 2019

Billing Statement

Report Description & Parameters

Standard customer-facing Billing Statement Report. This report has several settings for customizing features.

PARAMETERS:

Start Date - End Date: inclusive date range

Store: filter by store or select all

Customer ID: filter by customerid or select all

Your company logo. Typically, this is set up at deployment by ISoft using a logo image your company provides.

The space for the logo is 2.45 times as wide as it is tall. If you notice your logo appears "stretched" on reports, it may mean we need to add white space to one side.

Where the logo appears on your Billing Statement depends on a setting, Billing: Header Option #.

Global Settings

Customer Addresses display (contact/company) first

  • Default: contact

Billing: Header Option #

  • Default: 1

Billing: hide terms

  • Default: False

Billing: Include Credit Balances

  • Default: True

Billing: include PO#s

  • Default: True

Billing: show "continued on next page ....."

  • Default: False

Billing: show balance at top of document

  • Default: False

Billing: Standard/OIA/PA

  • Default: Standard

Store Settings

Billing: memo

  • Default: <empty space>