AM12 Sample Reports


Sales Order Ė Advanced Billing Reports

An advanced billing is a document that you send to your customers to acknowledge the sale and to collect payment prior to the shipment of the ordered goods. The Advanced Billing Reports allow you to print advanced billing and advanced billing pick list documents as well as other reports that provide summary and detailed information on advanced billings.

Each of the Advanced Billing Reports is especially designed to provide several options so you can narrow down data to the specific information needed. Read the information below to get a closer look at each of the Advanced Billing Reports available in AccountMate.

Print Advanced Billing

The Print Advanced Billing function allows you to print or preview the Advanced Billings. An Advanced Billing document is a sales invoice created prior to the sales order shipment. It helps facilitate a faster billing process for your customers and serves also as a reference document.

You can select to print all unprinted advanced billings, all previously printed advanced billings or both. You can also opt to print only for an alignment test, to suppress the report labelsí background color, and to show encrypted credit card information on the report.

You may also choose in the Export/E-mail Options area the Customer E-mail option. This automatically marks the Individual File checkbox and configures AccountMate to create only one file for each Advanced Billing and to send a separate e-mail for each Advanced Billing to the e-mail addresses set up in the customer record. On the other hand, you may manually enter the desired customer e-mail address(es) and have the discretion of either marking or unmarking the Individual File checkbox. Unmarking this checkbox configures AccountMate to create only one file for all the Advanced Billings that meet the report criteria and to send a single e-mail for all the Advanced Billings.

You can print an advanced billing on a pre-printed form or on an ordinary paper. You can configure these settings in the SO Module Setup -> Printing tab.

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Print Advanced Billing Pick List

The Print Advanced Billing Pick List function allows you to preview or print pick lists specifically for the sales orders for which you have created advanced billings. The Advanced Billing Pick List serves as a check list for all inventory items that will be packed and shipped to your customers to serve their orders, which are billed in advance. You can use this document as a guide when preparing the line items to be shipped to the customers for whom you have created advanced billings.

You can select to print only the unprinted advanced billing pick lists, only the previously printed advanced billing pick lists or all advanced billing pick lists. You can also opt to print only for an alignment test, to suppress the documentís background color, and to show the encrypted credit card numbers on the report.

You can print an advanced billing pick list on a pre-printed form or on an ordinary paper. You also have an option to display "REPRINT" watermark on a reprinted Advanced Billing Pick List copy. You can configure these settings in the SO Module Setup -> Printing tab.

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Advanced Billing Summary Report

The Advanced Billing Summary Report provides summary information on advanced billings including the invoice and sales order numbers, bill dates, customer numbers and company names, salesperson numbers, pay codes, advanced billing amounts and applicable sales taxes. This report is useful for monitoring the advanced billings for the unshipped sales orders and for reviewing which sales orders were already billed in advance.

You can select to generate the report showing only the unpaid advanced bills, only the paid advanced bills or all advanced bills.

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Advanced Billing Line Item Report

The Advanced Billing Line Item Report provides information on the line items included in the sales orders for which you have created advanced billings. These pieces of information include the invoice and sales order numbers, bill dates, customer numbers and source warehouses as well as the inventory itemsí numbers, units of measurement, billed quantities, unit prices, discount rates, and net prices. This report is useful in reviewing the accuracy of the advanced billing information including the billed quantities of line items in each sales order.

You can select to include freight charges and sales tax amounts in this report. You can also opt to show the kit itemsí formulas, if any.

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