Billing Summary

Use the Billing Summary to view the amounts billed for a selected date range for each category. Use this report to review the amounts billed to each customer by category.

Printing a billing summary

1. Open Connect Accounts Receivable > Reports > Billing Summary.

2. Select a report title.

3. Do you want to use the current month as the report date range?

• Yes, I want to use the current month. Continue to the next step.

• No, I want to use a different date range. Change the Report Date, or click Advanced Options.   

4. Click the Categories tab.

5. Set up the option to Include All Categories.

A category is distinct class to which invoices, vendors, transactions, and so on may belong.

Do you want to include all categories?

• Yes, I want to print the billing summary for all categories. Click to select Include All Categories.

• No, I only want to print the billing summary for some categories. Click to clear Include All Categories. Then, click Select. Use the Selection form to move the categories that you wish to include on the report to the Selected Categories list. Click OK.

6. Set up the option to Summarize Categories by Master Categories.

Use Master Categories to group customer records. For example, it might be helpful to set up a Master Category called Rental Fee, which includes all of the categories that collect rental fees: City Park Pavilion Rental Fee, Library Basement Rental Fee, and Pool Rental Fee. This option will total amounts for master categories INSTEAD of the selected categories.

Do you want to summarize categories by master categories?

• Yes, summarize categories by master category. Click to select Summarize Categories by Master Categories.

• No, do summarize categories by the selected categories. Clear the Summarize Categories by Master Categories checkbox.

7. Click Print (CTRL+P).

The report prints.

Report dates

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current month as the report date range?

• Yes, I want to use the current month. Continue to the next step.

• No, I want to use a different date range. Change the Report Date, or click Advanced Options.  

Categories

A category is distinct class to which invoices, vendors, transactions, and so on may belong.

Do you want to include all categories?

• Yes, I want to print the billing summary for all categories. Click to select Include All Categories.

• No, I only want to print the billing summary for some categories. Click to clear Include All Categories. Then, click Select. Use the Selection form to move the categories that you wish to include on the report to the Selected Categories list. Click OK.

Summarize categories by master categories

Use Master Categories to group customer records. For example, it might be helpful to set up a Master Category called Rental Fee, which includes all of the categories that collect rental fees: City Park Pavilion Rental Fee, Library Basement Rental Fee, and Pool Rental Fee. This option will total amounts for master categories INSTEAD of the selected categories.

Do you want to summarize categories by master categories?

• Yes, summarize categories by master category. Click to select Summarize Categories by Master Categories.

• No, do summarize categories by the selected categories. Clear the Summarize Categories by Master Categories checkbox.

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