Generate Billsheet

If you would like to generate your Billing Sheets in bulk, you can navigate to Service>Billing Manager and select 'Generate Billsheet.'

Note: Once this tool is run, it is not able to be undone so you will want to make sure you are setting the correct paramaters. Additionally, you cannot run this tool with the same paramters twice in the same date range.

1. Select the Reporting Period you would like to generate these Billing Sheets for

2. Select the Billing Mode (Note: this is typically 'Broker' unless you have charges set to 'Advanced Billing on your Service Records)

3. Select the Department, or run for (ALL DEPARTMENTS)

4. Select the Customer or run for (ALL)

5. If you have selected a specific Customer, you can decide to run it for a single location under the Customer

6. Set the Billing Date 

7. Set the status you would like your Billing Sheets set to (Note: if you plan to use the 'Batch Invoice' feature, you may want to set them to 'Approved')

8. Assign Payment terms. If this is set to 'Default Terms' it will pull from the Counterparty default

9. Assign Department (this will be the Department that shows on the created Billing Sheets)

10. Assign Trade Type. If this is set to 'Default Trade-Type' it will pull from the Counterparty default

11. If you would like the generate function to auto apply the fuel surcharge staged at the Counterparty Location Level, you can check off this option.

Once you click 'Start', you will receive a notification when it is complete. The newly create Billing Sheets will sit in the Billing Manager.