The Budget Billing Statement can be run in Energy at Reports / Customer Status. Selecting Save Set saves all options chosen under Report Criteria. Load Set can then be selected to recall these options to avoid having to select the same options each time.
Report Criteria
- Select Customers – Choose Select to specify certain Customers or Cust. Cls. to choose a Customer Classification including Customers for whom the Budget Billing Statement should be run.
- Style – Indicate if the statements should be Detailed or Summarized.
- Select Range – The report can be run by Date or Fiscal Month with an option to Include Beg Bal (Beginning Balance).
- Memo invoice date – Indicate the Memo invoice date range to indicate what should be included on the report.
- Print Which – Indicate if the Invoice # or Control # should be printed on the statement.
- Sort By – Statements can be sorted by Customer ID, Customer Name, or by Zip Code.
- Zero Balance with Activity – Check this option if statements with a zero balance but with activity in the date range indicated should be included when the statements are run.
- Include all customers regardless of Print Budget Statement setting – All Customers (based on date(s) and Customer selection) will be included when running the statements regardless of the Print Budget Statement setting found on the Customer's Miscellaneous Info tab in Accounting.
- Suppress Balance Message – Check this option to ensure the balance message does not display on the statement.
- Do Not Print Zero quantity Line Items – Checking this option excludes zero quantity line items to keep the statement clean and easy to read.
- Include Additional Dataset – If an additional dataset needs included, indicate it from the drop-down.
- Message – Check the Message option to enable the text field. A message can be entered here that will print on all statements.
- Statement Date – This date will be printed on all statements.
- Due Date – This will be the date payment is due from the Customer.
- # Copies – Enter how many copies should be printed.
- Send to Grower360 – If using Grower360, a Month and Year can be selected from the drop-down to identify the statement then exported to Grower360 for Customers to review statements there. Checking Missing Only will send only statements to Customers that have not already been sent so duplicate statements do not appear for some Customers if rerunning.
Statement
