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Billing summary enquiry

About billing summary enquiry

Use the Billing Summary enquiry to display information about all your project bills. You can view your project bill items, bill status, related invoice or credit note reference, bill date, customer account reference and name, and the net, tax and gross values.

The Billing Summary enquiry includes transactions from both live and archived projects. This is to make sure that all transactions included on a bill are displayed.

To make a billing summary enquiry

Open: Project Accounting > Project Enquiries > Billing > Billing Summary.

1. To filter the information displayed in the enquiry, use the criteria to select the information that you want to show.
2. Click OK. The project enquiry appears.
3. To display further enquiries about an item, right-click on the item and select:
   • Revenue Transactions.
   • Customer Record, to display details of the customer account (Sales Ledger).
   • View Bill, to display the bill details.
4. To print the information displayed in the enquiry, click Print.