Summary Billing

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One of the options available when confirming a release is to add the release to Summary Billing.  Summary Billing is used when a client submits many requests within a short time frame.  Rather than bill them for each individual release, you may group releases together and offer a report including all activity within a predetermined period.  This report will then be used to manually generate a single billing job.

 

27-CSI_Summary_Billing_Options

 

Master Customer – this is a required field that limits the results to a single Master Customer.
Date Range
oBlank - it is not recommended that you leave both date fields blank.  This may result in a "blank" or inaccurate report.
oTo: Date only - this will show you everything from the beginning up to the specified date.
oBoth - this will show you results for the specified date range.

 

28-CSI_Summary_Billing_Sample - Cost Summary

 

 

29-CSI_Summary_Billing_Sample - Summary Billing

 

 

30-CSI_Summary_Billing_Sample - Cost Allocation Detail

 

 

31-CSI_Summary_Billing_Sample - Sales Tax Summary