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

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==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==

Revision as of 16:36, 6 June 2019

Billing Statement

Report Description

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 setting value: contact
  • 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.

Billing: Header Option #

  • Default setting value: 1
  • Other setting values: 2, 3, 4, 5

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>