Billing Report Setup
This menu option allows you to design the appearance of your bills. The following menu options are available within Billing Reports:
- Official Report Setup
- Unofficial Report Setup
- Combined Official Report Setup
- Combined Unofficial Report Setup
- Billing Information
- Mailed Bill Elements
The first four options allow you to design the bills for the appropriate account type whether official or unofficial.
When you add a Billing Report Configuration, there are a few panes of information. The Report General Settings pane allows you to name the report, designate your report separation options, and indicate whether the report is generated to the Subscriber Portal. The second pane contains the element relating to the header rows of the report. These element types maybe lines, dates, etc.
The Report Body Sections allows you to create what information you want to see within the report. For example, if you want to see a report for call charges and one-time charges or a report for all charges. For each element type, you can determine the page location as well as font, font size and style.
In addition to determining the element types, you also place single fields from the account into the report. For example, if you want the account number to appear in the report, you would select Account Number from the Element Data Fields column. When you select an element data field, the element type auto-populates with Data Field Value.