Understanding Summary Billing

About Summary Invoice Formats

You can determine the way your summary invoices look for each customer. Summary invoices can be in an invoice format, a usage format, or both. If you want your summary invoices to be in both an invoice format and a usage format, the summary invoice, essentially, is two reports strung together.

Invoice formats print a short summary invoice for each customer, without a lot of detail. A single line of information prints for each delivery ticket that's included on the summary invoice. Usage formats print summary invoices with more detailed information; they include every line item from each of the delivery tickets included on the summary invoice.

There are two format fields, one for the invoice format and one for the usage format, in both the (LB) Summary Billing Parameters screen and the Summary Billing boxes in the Customer Credit tab. To print the summary invoice in an invoice format only, you would complete only the Format: Inv box. To print the summary invoice in a usage format only, you would complete only the Format: Usage box. To print the summary invoice in both an invoice and a usage format, as two reports strung together, you would complete both format boxes.

If you want to use different formats for particular customers, you specify them in the format boxes in the Customer Credit tab.

A blank format box in the Customer Credit tab is overridden by the corresponding format field in the (LB) screen. For example, your default formats in the (LB) screen are SUM-IN (invoice format) and SUM-RE (usage format). However, for one customer you want to print the summary invoice in invoice format UI and usage format US2. You would enter UI in the Format: Inv box in the Customer Credit tab, and US2 in the Format: Usage box. That customer's summary invoice would print in formats UI and US2. However, if you left both format boxes blank in that customer's account in the Customer Credit tab, the summary invoice would print in formats SUM-IN and SUM-RE, respectively.

Similarly, if you specified UI in the Inv box in the Customer Credit tab, but left the Usage box blank, Silver Plus eNsite would print the UI invoice format from the Customer Credit tab and the usage format from the (LB) screen. If no usage format is specified in the (LB) screen, only the invoice format would print.

Four formats for summary invoices are provided with the summary billing application:

     SUM-UI is the invoice format for 11-inch paper.

     SUM-IN is the invoice format for 7-inch paper.

     SUM-US is the usage format for 11-inch paper.

     SUM-RE is the usage format for 7-inch paper.

If the provided formats are not acceptable, you can create a custom format.