A Billing Statement gives a summary of all billing items, for
one Customer account. It combines
all unpaid bills-- for sales, rentals, projects, change orders
and allowances. It also shows a summary of past balances
HINT-- Each Billing Statement stores a summary
of Accounts Receivable for one customer, in the Goldenseal
WEBSITE INFO LINKS
Accounts Receivable Software | Billing
Software | Project
Billing Software | Project Management Software
Billing command | Customer accounts | Depositing Funds | Project
Accounts | Sales
When to Use Billing Statements
Use Billing Statements to send a summary of all invoices, to a customer.
It shows current invoices, and any overdue items.
HINT- Many people send both invoices (from Billing
Records) and a Billing
Entering Billing Statements
To create a Billing Statement, follow these steps:
- Choose Billing Statements from the Bank menu.
- Click the New button, or choose New Record from the Edit menu.
Fill in a Customer account.
- Fill in the state and end date for the Statement to cover.
- You can also add an optional message and payment terms.
- Choose Print Forms from the File menu to print a statement for the
Enter the following information for each Billing Statement:
Customer-- Choose the Customer account that is being billed.
Start Date-- The start of the period covered by this statement.
The Balance Forward is calculated as of this date.
End Date-- The close of the period covered by this statement.
Message-- Choose the message that
will be printed on the billing statement.
Terms-- Choose the payment
terms that are used for this statement.
Comments-- If you'd like to make any comments about this
billing record, enter them here.
Amount Due-- Goldenseal calculates the total amount due.
Billing Summary-- Goldenseal automatically fills in a Balance Forward,
and any invoices or payments during the period.
Using Billing Statements
Usually you'll make a Billing statement for one month's transactions.
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