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Find out how to create and send a /an Bill Details Printout via email |
What does this section cover?
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What is Bill Details Printout?
Bill Details Printout displays all the information of a bill. The printout is available through the Bills data entry page.
Validations & Restrictions
| Action | Validations |
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| CREATING |
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Header Information of Bill Details Printout
The following information can be found at the top of the printout.
Name | Description |
|---|---|
| Name | The account owner's Full name |
| Account Number | The Accounts Receivable number for which the Bill was issued |
| Billing Address | The account owner's address as this is specified as the billing address of the accounts receivale |
| Issue Date | The date on which the Bill was issued |
| Due Date | The date until which the account owner should settle the bill |
| Billed Period | The period for which the accounts receivable was billed (from/to dates) |
Detailed Information of Bill Details Printout
The following information is the information provided within the printout. If multiple records exist within the printout, then the following information is available for every record
Name | Description |
|---|---|
| Items | The product for which the account owner is billed |
| Number | The number of the financial transaction included in the bill |
| From Date | The date from which the account owner was billed (applies only for termed services) |
| To Date | The date until which the account owner was billed (applies only for termed services) |
| Quantity | The number of movies/events the account owner watched for the specified period of time |
| Net Amount | The net amount of the service for the specified period of time |
| VAT Amount | The VAT amount of the service for the specified period of time |
| Discount Amount | The discount amount given to the service for the specified period of time |
| Sub-Total | The total amount that a service was billed for the specified period of time |
Summary Information of Bills Details Printout
The following information can be found at the bottom of the printout
Name | Description | ||||||
|---|---|---|---|---|---|---|---|
| Total Billed Amount (without VAT) | The total Net amount that the account owner was billed for the specified period of time | ||||||
| VAT Amount | The total Net amount that the account owner was billed for the specified period of time | ||||||
| Total Billed Amount | The total amount of the bill for the specified period of time | ||||||
Previous Bill Unpaid Amount
| The previous bill's unpaid amount. | ||||||
Balance brought forward
| The account outstanding amount as of date that the bill is created. This amount excludes the bill amount. The field replaces "Previous 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
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