Annual Billing
The Annual Billing report provides breakdown of the billing and the payments over a yearly period. It provides a summary of the billing data and performance over the year selected. This report helps businesses make informed decisions, identify trends, and forecast future revenue.
How to Generate the Report
The options available for the calculations in this report include the report period selected and to hide detailed summary during that report period. Once the selections are made, user will select the Generate Report button.
| Report Configurations | Options | Description |
|---|---|---|
| Report Period | Year | Choose the year for this report to be based. Every year that has data (invoices, payments) in the system will be an option for selection in the drop down. |
| Report Options | Hide Detailed Summary | Checking this box will filter out the details about the invoices posted and payments collected gross. This provides the high level summary of the yearly performance. |
If the Report Period is changed after the report has been generated, the report must be regenerated by selecting the Regenerate Report button. The data will not change until that action is taken.
How to Read the Report
Once the report is generated, the exact date and time the report is generated is shown under the report title. There is a button called More in the upper right giving options to Print the report or Download CSV for capturing the data.
The contents of the report gives a monthly breakdown of the amount invoiced broken down by sales, tax and late fees with the total count of invoices posted during the month. The next section provides total payments collected, showing a count of the type of payments made and the amounts per each type. The final section of the report provides the count of credits applied to invoices, with the total amounts of these credits applied per month.
