Billing Detail Lines (Inquiry)

Advanced recurring contract billing > Inquiries and reports > Billing detail lines

Use this page to create and review a report that shows all billing schedule detail lines that match the search criteria that you enter.

Selecting a billing schedule opens the Billing Schedules page where you can review the details of the billing schedule. When the page opens, it is in view mode, and all options are read-only.

View Inquiry

If you want specific billing schedules to appear in the inquiry, ensure that you have specified the query parameters you need.

Archived billing schedules

By default, any billing schedule lines that are archived do not appear on this page. To view archived billing schedules, revise the inquiry range settings by doing the following:

• On the line for the Schedule Status, by default the Criteria cell has the value of !Archived. Delete the Criteria, and select OK.

Partner commission information

To generate a report that shows the partner commission information, ensure that you specify the Invoice Date and Partner account filters.

Note: By default, the partner commission rate does not appear on the page, you must personalize the page by adding the Partner commission rate column.

Tip: When you export the data to Microsoft Excel, you can add a calculated column to show the actual commission amounts for the lines.

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Fields

This page contains the following fields: 

Field	Description
Schedule number	Displays the billing schedule number.
Description	Displays a description of the billing schedule.
Customer account	Displays the customer account ID or number.
Customer name	Displays the customer name.
End user account	Displays the end user account ID or number.
End user name	Displays the end user name.
Item number	Displays the item number for the line.
Product name	Displays the product name.
Item type	Displays the item type: Standard, Usage, or Milestone.
Billing start date	Displays the billing start date.
Billing end date	Displays the billing end date.
Previous reading	Displays the previous reading for a metered item.
Current reading	Displays the current reading for a metered item.
Consumed quantity	Displays the quantity consumed for a metered item.
Billable quantity	Displays the quantity of the item.
Unit price	Displays the unit price for the item.
Discount	Displays the discount that is applied to the item.
Net amount	Displays the net amount, which is a calculated value.
Period revenue	Displays the calculated period revenue value, which is calculated based on the quantity per billing period: (Contact Revenue / Total Quantity) * Period Quantity. Available when Multiple Element Revenue Allocation is installed and used.
Billed	Indicates whether the line has been billed.
Sales order	Displays the sales order number.
Invoice	Displays the invoice number.
Invoice date	Displays the date the invoice was processed.
Deferral start date	Displays the deferral start date for the line item.
Deferral end date	Displays the deferral end date for the line item.
Comments	Displays the comment made for the billing schedule line.
Totals
Total amount	Displays the total amount of all lines that are displayed.

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