Understanding Summary Billing

About Summary Billing Flow

The following outlines the flow of summary billing.

You begin by entering the customer's orders in the Order Entry window. Then you print your orders to an invoice using the [B] Invoices function in the (TR) screen. For details on using the (TR) screen, see Printing Standard Order Entry Reports.

The shipped items go on the summary invoice. The summary invoice number comes from the number set in the Current # box in the Customer Credit tab. If there is not a number in the Customer Credit tab, the summary number is the next number set in the Summary Invoice # box in the Customer Credit tab.

At the end of the billing period, print the summary invoices through the (UR) Sales Reports screen. All the items that are not shipped move to the next summary invoice.

At this point, Silver Plus eNsite moves the number in the Current # box in the Customer Credit tab to the Last # box in the Customer Credit tab. The date from the Next Date box in the Customer Credit tab moves to the Last Date box in the Customer Credit tab. Silver Plus eNsite also determines the next summary billing date by the frequency specified in the Summary Freq box.

When you post the customer payment in accounts receivable, you can mark the delivery tickets from the summary invoice that you are paying.