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Find out how to create and send a Bill Details Printout via email |
What does this section cover?
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Table of Contents
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What is a Bill Details Printout?
A Bill Details Printout displays all the information of contained in a billBill. The printout Printout is available through the Bills data entry page.Bill's Data Entry page. It can be extracted and printed in one of the formats below, or can be sent to the customer via email as a PDF attachment:
- HTML
- XLS
- CSV
- RTF
Validations & Restrictions
| Action | Validations |
|---|---|
| CREATING |
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Header Information of Bill Details Printout
The following information can be found at the top of the printoutPrintout.
Name | Description |
|---|---|
| Name | The account owner's Full name |
| Account Number | The Accounts Receivable number Number for which the Bill was issued |
| Billing Address | The account owner's billing address as this is specified as the billing address of the accounts receivalein the Accounts Receivable |
| Issue Date | The date on which the Bill was issued |
| Due Date | The date until by which the account owner should settle the billBill should be settled |
| Billed Period | The period for which the accounts receivable Accounts Receivable was billed (from /and to dates) |
Detailed Information of Bill Details Printout
The following information is the information provided within the printoutPrintout. If the Printout has multiple records exist within the printout, then the following information is will be available for every record separately.
Name | Description |
|---|---|
| Items | The product products for which the account owner is billed |
| Number | The number Number of the financial transaction Financial Transaction included in the bill |
| From Date | The date from which the account owner was billed (applies only for termed services only) |
| To Date | The date until which the account owner was billed (applies only for termed services only) |
| Quantity | The number of products (e.g. movies/events) the account owner watched for ordered in the specified period of time |
| Net Amount | The net amount of the service product for the specified period of time |
| VAT Amount | The VATamount of the service for the specified period of timeVAT charged for the product during the period, derived by multiplying the Net Amount by the VAT percentage rate |
| Discount Amount | The discountamount given to the service for the specified period of timereduced from the regular price of the product |
| Sub-Total | The total amount that a service an item was billed for during the specified period of time |
Summary Information of Bills Details Printout
The following information can be found at the bottom of the printoutPrintout:
Name | Description | ||||||
|---|---|---|---|---|---|---|---|
| Total Billed Amount (without VAT) | The totalTotal Net amount that the account owner was billed for the specified period of timeVAT amount of all Bill lines | ||||||
| VAT Amount | The total Net amount that the account owner was billed for the specified period of timeTotal VAT amount of all Bill lines | ||||||
| Total Billed Amount | The total amount Total Amount of the bill Bill for the specified period of time | ||||||
Previous Bill Unpaid Amount
| The previous billBill's unpaid amount. | ||||||
Balance brought forward | |||||||
| colour | Red | Available from CRM.COM R9.0.0 | The account outstanding amount as of the account on the date that the bill Bill is createdissued. This amount excludes the bill amountdoes not include the current Bill Amount. The field replaces "Previous bill Bill unpaid amount" available in CRM.COM R8.0.0 | ||||
| Total Amount to be paid | The actual amount that the account owner should pay |
Extracting Bills Details Printout
Navigate to BILLING > BILLING > MANAGE BILLS
Search for the Bill that you would like to create a printout for
Click on the number/name of the record you would like to access, to go to the Data Entry page
From the Action Menu click on PRINTOUTS
Select any of the available formats to extract the printout out of the following:
- HTML
- XLS
- CSV
- RTF
- From the Action Menu click on PRINTOUTS > Bill Details
The printout is extracted and downloaded with the specified format.
Sending Bill Details via Email
| is expected to pay |
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