Billing Profile

The report in this screen presents a billing history for the Project selected in the Navigation including all levels below the selected level. The columns include Invoice Project, Bill Number, Period of Performance, Billed Amt, and Retainage. Clicking the Bill# for any detail line displays the Billing Profile Details screen. Only system-generated invoices will be displayed in the report.

Screen Contents

Columns

Column Headings

 

Description

Inv Proj

List the project the invoice was charged to.

Bill#

This column displays the Bill number that is linked to a Billing Profile Details report.

Desc

This column displays the description (if any) of the Bill.

Inv Date

This column lists the date of the invoice.

Due Date

This column lists the date the invoice is due.

Bill Pd Start

This column lists the date the billing period starts.

Bill Pd End

This column lists the date the billing period ends.

Amt Billed

This column lists the amount that was billed.

Retainage

This column Lists the amount of the bill to be deferred at the time the invoice is issued, which the customer will pay only upon final delivery of the completed project.

Amt Recd

This column lists the amount received.

 

Buttons/Lists

Description

Export .XLS

Click this button to export a report to Excel.

Print

Click this button to print the report.

Help?

Click this button to launch the help system.

Close

Click this button to close the report.