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Find out how to create and send a /an Bill Details Printout

What does this section cover?

Table of ContentsminLevel2

via email

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Table of Contents

Table of Contents

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 detail screen.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:

  1. PDF
  2. HTML
  3. XLS
  4. CSV
  5. RTFBILL PRINTOUTImage Added 

Validations & Restrictions

ActionValidations
CREATING

Header Information of Bill Details Printout

The following information can be found at the top of the printoutPrintout.

Name
Description
NameThe account owner's Full name
Account NumberThe Accounts Receivable number Number for which the Bill was issued
Billing AddressThe account owner's billing address as this is specified as the billing address of the accounts receivalein the Accounts Receivable
Issue DateThe date on which the Bill was issued
Due DateThe date until by which the account owner should settle the billBill should be settled
Billed PeriodThe 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

NumberThe number Number of the financial transaction Financial Transaction included in the bill
From DateThe date from which the account owner was billed (applies only for termed services only)
To DateThe date until which the account owner was billed (applies only for termed services only)
QuantityThe number of products (e.g. movies/events) the account owner watched for ordered in the specified period of time
Net AmountThe net amount of the service product for the specified period of time
VAT Amount

The

VAT

amount of

the service for the specified period of time

VAT charged for the product during the period, derived by multiplying the Net Amount by the VAT percentage rate

Discount Amount

The

discount

amount

given to the service for the specified period of time

reduced from the regular price of the product

Sub-TotalThe total amount that a service an item was billed for during the specified period of time

Summary Information

of Accounts Receivable Balance

of Bills Details Printout

The following information can be found at the bottom of the printoutPrintout: 

Include PageSending Printout via Email - GlobalSending Printout via Email - Global
Name
Description
Total Billed Amount (without VAT)

The

total

Total Net

amount that the account owner was billed for the specified period of time

VAT amount of all Bill lines

VAT Amount

The

total Net amount that the account owner was billed for the specified period of time

Total VAT amount of all Bill lines

Total Billed AmountThe total amount Total Amount of the bill  Bill for the specified period of time

Previous Bill Unpaid Amount

The previous billBill's unpaid amount.
Total Amount to be paid

Balance brought forward

The

actual

outstanding amount

that

of the account

owner should pay

Extracting Accounts Receivable Printout

  1. Navigate to BILLING > BILLING > MANAGE BILLS

  2. Search for the Bill that you would like to create a printout for

  3. Click on the number/name of the record you would like to access, to go to the Data Entry page

  4. From the Action Menu click on PRINTOUTS

  5. Select any of the available formats to extract the printout out of the following:

    1. PDF
    2. HTML
    3. XLS
    4. CSV
    5. RTF
    The format having the asterisk next to it, denotes the format which the printout will be extracted in.
    Printout FormatImage Removed
  6. From the Action Menu click on PRINTOUTS > Bill Details
    The printout is extracted and downloaded with the specified format.

Creating and Sending Bill Details PrintoutImage Removed

Sending Bill Details via Email

on the date that the Bill is issued. This amount does not include the current Bill Amount.

Note

The field replaces "Previous Bill unpaid amount" available in CRM.COM R8.0.0

Total Amount to be paidThe actual amount that the account owner is expected to pay
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