Billing Statements

Feature

In version 3.9, we are finally adding Billing Statements.

This transaction gives a detailed report of all sales, project billing, allowance billing, change orders and rental transactions during a time period.

NOTE-- This is the first appearance of Billing Statements, so it is still a "beta" feature that will probably have some quirks (or worse). Please let us know about any problems, and we'll get them fixed in the next release.

Suggested By

Requested by many users.

How to Use

To create a billing statement for a customer, follow these steps:

1. Choose Billing Statements from the Bank menu.
2. Click the New button.
3. Fill in a customer.
4. Fill in a date range.
5. Goldenseal will automatically fill in a report of all transactions during the period.

To print a billing statement, follow these steps:

1. Choose Billing Statements from the Bank menu.
2. Locate the statement you want to print.
3. Choose Print Forms from the File menu.
4. Click the Print button.

Technical Details

A Billing Statement is just a static report of income transactions for a Customer account. You can keep it "on file", so you know the exact statement balance from any time period.