Billing Journal

Use the Billing Journal as an audit trail of the billing transactions in Service Repair. Only unposted billings appear in the journal. If you find incorrect transactions in the Billing Journal, use the Edit Billings function to edit them.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select the amount of detail to include in the journal from the View section.
  3. Select the Additional Description check box, if applicable, to include additional descriptions in the journal.
  4. Select the sort criteria for the journal from the Sort By section.
  5. Select a currency for the report from the Report Currency drop-down list, if applicable.
  6. Select the batches to include in the journal from the Batch List section. To select all batches, click the All button. To deselect all batches, click the None button.
  7. Click a command button to
    8. Click To
    Print Process the Billing Journal.
    Output Output the journal as a PDF.
    Send Save the journal as a PDF and attach it to an email using your default mail program.
    Preview View a preview of the Billing Journal.
    Reset Set all fields to their default values.
  8. If the transactions are not calculated, an error will display indicating Needs Tax Recalculation.