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Software and services for the radio industry.

Report: Invoice

Modified: 2017/06/01 13:30 by ColinCaison - Uncategorized
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Report: Invoice

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Detail line of the invoice issues during the report period; including gross, discount, agency commission, net, tax and sales commission.

This report is launched from the Reports window.

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Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

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Criteria

  • Custom Dates
  • This Week
  • Last Week
  • Next Week
  • Last Broadcast Week
  • Next Broadcast Week
  • Last Month (Default)
  • Last Month To Date
  • This Month To Date
  • Last Year
  • Last Year To Date
  • This Year
  • This Year To Date
  • Next Year

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Columns

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Standard

  • Revenue Type - See RevenueType.
  • Customer - See Customer.
  • Station - A broadcasting organization.
  • Sales Person See Contract
  • Gross- Exclusive of deductions; total: gross profits.
  • Agency $ - Agency Dollars.
  • Net- Remaining after all deductions have been made, as for expenses: net profit.
  • Invoice- A detailed list of goods shipped or services rendered, with an account of all costs; an itemized bill.

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Additional

  • Agency - See Agency
  • Balance - Equality of totals in the debit and credit sides of an account.
  • Billing Cycle - * Billing Cycle - A contract is be created that generate Invoices in several ways:
    • None - This is a special "billing cycle" that effectively disables any Invoice from being created and is meant for a contract that is a PSA, Promo, Bonus, etc.
    • Calendar - The items on this contract will be automatically placed within a calendar month billing boundary; if the contract runs where the items cross over multiple months (calendar month billing boundary), multiple invoices will automatically be generated accordingly for each month.
    • Broadcast - Similar to Calendar except on a standard radio broadcast billing cycle boundary.
    • Weekly - Similar to Calendar except on a weekly billing cycle boundary which starts at the beginning of every Monday.
    • End of Schedule - Regardless of how long the contract is running, only one Invoice will be produced. This type of billing cycle is recommended for "short-run" orders.
    • Begin of Schedule - Once this contract is approved, an Invoice is immediately produced and approved that can then be sent to the Customer for payment for the total of the contract. As the items execute, further Invoices are created (similar to the Calendar billing cycle) that are zero dollar and can be used a affidavit of performance. Begin of Schedule is ideal for handling Pre-Payments
  • Contract # - Contract number.
  • End Date - Actual end date.
  • Estimate # - Estimate number.
  • Invoice Type - * Invoice Type - There are several Invoice types to choose from:
    • None - When selected, also automatically sets the Billing Cycle field to None; effectively disabling the creation of any Invoices for this contract.

    • Detail - The default and most verbose of Invoice choices available; as much detail that can be provided is provided.
    • Summary - Significantly reduces the amount of information provided.
    • Time - Groups the items by time.
      Time/Rates - Groups the items by time and rate.
    • The Detail, Time and Times/Rates Invoice types can also include the Affidavit or Notarized Affidavit texts as configured in Station.
    • Co-Op Notarized Affidavit - This specialized Invoice type is very similar to Detail but includes a breakdown of each piece of Copy.

      (((CS ''Invoices can be further defined (what is included, how the information is presented, etc.) by using the options available in Group.
  • P.Conflict- Primary Conflict.
  • P.O - Purchase Order
  • Product - The Product.
  • Revenue Source - See RevenueSource.
  • S.Conflict - Secondary Conflict
  • Sales $ - Sales Number.
  • Sales % - Sales Percentage.
  • Spot Count - The actual spot count.
  • Spot Date - The actual spot date.
  • Status - the current status of a transaction.
  • Total- An amount obtained by addition; a sum.



The Total columns will automatically added up the displayed column (of like type). If none of these columns are displayed, the Total column will display zero.

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Additional Information


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