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Billing and Revenue Report

Modules > Advanced recurring contract billing > Inquiries and reports > Billing and revenue summary

Use this page to generate a billing and revenue report for customers or items. This report provides information on actual and forecast revenue for a customer or item.

Sample Report: By Customer

The following customers have billing schedules with the same billing period (June 2020 to May 2021). The details are as follows:

Customer A has monthly billing period of 1,000.00 each month for 12 months for a total of 12,000.00. The periods from June to November 2020 have been billed, and the rest of the billing periods have not been billed yet.
Customer B has a quarterly billing period of 3,000.00 each quarter for four quarters (one year). The billing schedule is from June 2020 to May 2021. The first period (June - August 2020) has already been billed. The rest of the billing periods have not been billed yet.
Customer C has a semi-annually billing period of 12,000.00 each semi-annual period for two periods (one year). The first billing period (June 2020 to October 2020) has been billed. The second billing period has not been billed yet.

The report is run for all customers with a date range of June 2020 to May 2021.

The monthly report appears as follows:

Customer		June 2020	July 2020	August 2020	September 2020	October 2020	November 2020	December 2020	January 2021	February 2021	March 2021	April 2021	May 2021	Total
Customer A
	Total billed	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00							6,000.00
	Total unbilled							1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	6,000.00
Customer B
	Total billed	1,000.00	1,000.00	1,000.00										3,000.00
	Total unbilled				1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	9,000.00
Customer C
	Total billed	2,000.00	2,000.00	2,000.00	2,000.00	2,000.00	2,000.00							12,000.00
	Total unbilled							2,000.00	2,000.00	2,000.00	2,000.00	2,000.00	2,000.00	12,000.00

The quarterly report appears as follows:

Customer		Q2 2020	Q3 2020	Q4 2020	Q1 2021	Q2 2021	Total
Customer A
	Total billed	1,000.00	2,000.00				3,000.00
	Total unbilled			3,000.00	3,000.00	3,000.00	9,000.00
Customer B
	Total billed	1,000.00	2,000.00				3,000.00
	Total unbilled			3,000.00	3,000.00	3,000.00	9,000.00
Customer C
	Total billed	2,000.00	4,000.00				6,000.00
	Total unbilled			6,000.00	6,000.00	6,000.00	18,000.00

Sample Report: By Item

The following billing schedule lines have the same billing period (June 2020 to May 2021). These lines can be the same billing schedule or different billing schedules. The assumption is that Item A, B, and C belong to the same item group Division and Product family.

Item A has monthly billing period of 1,000.00 each month for 12 months for a total of 12,000.00. The periods from June to November 2020 have been billed, and the rest of the billing periods have not been billed yet.
Item B has a quarterly billing period of 3,000.00 each quarter for four quarters (one year). The billing schedule is from June 2020 to May 2021. The first period (June - August 2020) has already been billed. The rest of the billing periods have not been billed yet.
Item C has a semi-annually billing period of 12,000.00 each semi-annual period for two periods (one year). The first billing period (June 2020 to October 2020) has been billed. The second billing period has not been billed yet.

The monthly item summary report appears as follows:

Item		June 2020	July 2020	August 2020	September 2020	October 2020	November 2020	December 2020	January 2021	February 2021	March 2021	April 2021	May 2021	Total
Item A
	Total billed	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00							6,000.00
	Total unbilled							1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	6,000.00
Item B
	Total billed	1,000.00	1,000.00	1,000.00										3,000.00
	Total unbilled				1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	1,000.00	9,000.00
Item C
	Total billed	2,000.00	2,000.00	2,000.00	2,000.00	2,000.00	2,000.00							12,000.00
	Total unbilled							2,000.00	2,000.00	2,000.00	2,000.00	2,000.00	2,000.00	12,000.00

Generate a Report

Generate the report, follow these steps:

Select the Billing and revenue report type to generate.
If the report type is By customer, select whether the report is generated for a Single, Multiple, or All customers.
1. If the report is for single or multiple customers, specify the customer accounts.
Select whether the report is generated for a Single, Multiple, or All billing schedules for the selected customers.
1. If the report is for single or multiple billing schedules, specify the billing schedule numbers.
Specify the date range for which to run the report.
Select the Financial dimensions and Reporting frequency of the report.
Select whether to organize the report data by financial dimension by setting Group by financial dimension to Yes and then selecting the Financial dimension group and Financial dimension line.
Choose the Select button to update the lines.
Select the lines to include in the report and select Report.

Fields

This page contains the following fields:

Field	Description
Billing and revenue report type	Select the report type: By customer or By item.
Customer account	Select the customer accounts for which to run the report. Required when the report type is By customer. Single: Runs the report on a single customer account. When this option is selected, select the customer account on which to run the report. Multiple: Runs the report on multiple customer accounts. When this option is selected, select multiple customer accounts on which to run the report. All: Runs the report on all customer accounts.
Billing schedule number	Select the billing schedules for which to run the report. Required when the report type is By customer. Single: Runs the report on a single billing schedule for the selected customer account. When this option is selected, select the billing schedule number on which to run the report. Multiple: Runs the report on multiple billing schedules for the selected customer accounts. When this option is selected, select multiple billing schedules on which to run the report. All: Runs the report on all billing schedules for all customer accounts.
From date/To date	Specify the date range for the report.
Financial dimension	Select the financial dimensions on which to run the report. The financial dimension that you can select depends on the report type selected (customer or item).
Reporting frequency	Select how the data on the report appears: Monthly or Quarterly. The data is recalculated and appears as appropriate for the selected frequency. For example, When Quarterly is selected, a monthly billing line of 100.00 appears as 300.00 for each quarter. When Monthly is selected, a quarterly billing line of 300.00 appears as 100.00 for each month.
Group by financial dimension	Select whether to organize the report data by financial dimension groups: Yes: The report data is organized by financial dimension group. When this option is selected, select the Financial dimension group and Financial dimension line values. No: The report data is not organized by financial dimension group.
Financial dimension group	Organizes the report data by the selected financial dimension group. Available and required when Group by financial dimension is Yes.
Financial dimension line	Organizes the report data by an additional financial dimension. Available and required when Group by financial dimension is Yes.

Buttons

This page contains the following buttons:

Button	Description
Select	Updates the lines with records that satisfies the the report criteria specified.
Report	Generates the report for the selected lines.