Unbilled Contracts Report

This report can be used to identify contracts and contract details which have never been invoiced through Cycle Billing or Rental Return.
This is useful for firms that have few long term contracts, to help determine which contracts are overdue.

The report shows the contract #, customer name, address and phone #, division, customer #, On Account flag, and the current Cycle Billing code.
It lists the product detail including quantity, unit cost on the contract, extended amount, date out, and date due, with a Deposits total.

Note: It does not include "Service Only" contract billings.

The prompts are:

CUT-OFF DATE

Accept today's date or enter a preferred cut-off date, such as one month ago.
Only contracts with a Date Out prior to the Cut-off date will be included in the report.

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or divisions by accounting region to include in the report, as outlined in Division Select By Region.

Note: This report is not limited by Divisional Restricted Views.

INCLUDE NO-CHARGE LINE ITEMS

This filter applies to the Extended product detail amount.

Uncheck this box to always omit any contract detail that has an extended amount of a zero charge.

Check this box to include product details that have a zero extended amount charge.
This includes product lines that are no charge, or that have an extended billing amount of zero because they have already been returned or cycle billed for the period.

INCLUDE NO-CHARGE TOTAL CONTRACTS

This filter is enabled if the option to Include No-Charge Line Items is checked, and applies to the document total.

Check this box to include contracts with a Total Charge of zero calculated on the Contract Summary and Totals.
This could include contracts with product negative and positive dollar details that have a net total of zero.

Uncheck this box to omit contracts with a net zero total.

INCLUDE

This option is only enabled if both the Include No-Charge Line Items and the Include No-Charge Total Contracts options have been selected.
If this option is not enabled then only products that have never been billed and respecting the 'include zero dollar items' choice are printed.

Select one of the following product details selection filters:

• Click All products if one prod on contract has never been billed which will then include all the product details on a contract in the range, that has one or more products that have never been invoiced.
  This option includes fully and partially billed products as long as there is at least one product that has not yet been billed on that contract.

• Click Only products that have never been billed to only include products that have never been invoiced through cycle billing or rental return.

Finished?

A printer can be selected from the Printer option located on the menu bar at the top of the screen.

Click ACCEPT to generate the report or CANCEL to abort.

Low Volume of Long Term Contracts:
If your firm has a low volume of long term contracts (contracts out longer than 28 days), the standard Cycle Billing routine may be too cumbersome.
Instead, this report can be used to identify unbilled contracts, that can then be billed individually using Bill A Single Contract.

Advance Billing of Contracts:
For firms which bill their contracts in advance, this report is useful for identifying the unbilled contracts which need to be pre-billed.
Advance billing refers to firms that issue invoices at the beginning of the period for the whole period. e.g. Issue an invoice May 1st that covers from May 1st to June 1st.