Billing Register

Reports

A billing is the total amount of billed amounts within a given period. Use the Billing Register to print a written record containing entries of items or details for transactions.

The Billing Register includes:

• Billings

• Billing adjustments

• Penalties

   

Watch a video

• Learn how to use reports and how they tie to the General Ledger: Billing Register, Aging Report, Transaction Summary, and Transaction Register, (3m14s)

• See another example of printing the Billing Register, open 2018 Business License Refresher Training (1h31m) and go to time marker 1h31m29s.

Printing a Billing Register

1. Open Connect Business License > Reports > Billing Register.

2. Select a report title.

3. Set up the Report Dates.

 

4, Select the Types.

A type defines the accounting behavior for the related transaction.  A billing is the total amount of billed amounts within a given period. A billing adjustment is a transaction that changes the billing balance because of an event. A penalty is the sum to be forfeited based on the specified conditions and terms.

Types

5. Set the option to Include Accounts With No Billings For the Selected License Types.

A license type defines the accounting behavior for the related license. Use this option to include accounts with no billed amounts for a given period.

6. Set the option to Print Only Manual Billings.

A manual billing is a billing that was created as a single, or one-off, bill. For example, Jane uses a manual billing to enter tax, interest, and penalty amounts.

7. Set up the Selection Criteria and Report Order.

How do I set up my selection criteria?

How do I set up my report order?

8. Set the option to Include All License Types.

A license type defines the accounting behavior for the related license. Use Include All License Types to include or exclude license types.

Additional Options

What do you want to do?

• I want to include all license types. On the Additional Options tab, click to select Include All License Types.

• I want to select the license types to include. On the Additional Options tab, click to deselect Include All License Types. Click the Select button. Use the Selection form to move the customer types to the Selected License Types list. Click OK.

9. Click Print (CTRL+P).

The report prints.

Updated 25Jun2018

Options

Include accounts with no billings for the selected license types

A license type defines the accounting behavior for the related license. Use this option to include accounts with no billed amounts for a given period.

Include all license types

A license type defines the accounting behavior for the related license. Use Include All License Types to include or exclude license types.

What do you want to do?

• I want to include all license types. On the Additional Options tab, click to select Include All License Types.

• I want to select the license types to include. On the Additional Options tab, click to deselect Include All License Types. Click the Select button. Use the Selection form to move the customer types to the Selected License Types list. Click OK.

Print only manual billings

A manual billing is a billing that was created as a single, or one-off, bill. For example, Jane uses a manual billing to enter tax, interest, and penalty amounts.

Report dates

Report Date is the report date range.

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

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

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

Types

A type defines the accounting behavior for the related transaction.  A billing is the total amount of billed amounts within a given period. A billing adjustment is a transaction that changes the billing balance because of an event. A penalty is the sum to be forfeited based on the specified conditions and terms.

 

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