Service Billing Activity

The Service Billing Activity report shows you all of the billable charges (recurring and on call) within a defined service period. This report is intended to show you all of the billing activity you should be billing for and if it has been. 

The From and To date range is the transaction or service period. If a dispatch ticket has a schedule date between these date, then it will show. All recurring service expenses from active service records during this period will also show. 

For example, if you run the report for 11/1/2025-11/31/2025, all charges from active service records would show as of 11/1/2025. Additionally, any dispatch tickets with a scheduled date within that period would show. 

If the charge has been applied to a Billingsheet, then that Billingsheet number will show in the Invoice column. If a hauler or service invoice number was entered on the billing sheet, that will show under the vendor invoice number. If nothing shows in the invoice column, then this charge has not been applied to a Billingsheet yet. 

NOTE:  This report checks the Schedule Date on the dispatch job and the service Schedule Start/Expiration dates (if the service has one) to determine which charges to pull into the inquiry.

Additional Information

• The Service Type column illustrates how the expenses are setup, whether they're recurring or an on-call charge.
• The Invoice No and Hauler Invoice No can be used to identify whether or not the charge has been pulled onto a billing sheet or if you've received the hauler's invoice.

NOTE:  The Hauler Invoice No column does NOT look at whether payables are posted:  it simply displays the Invoice No input on the Billing Sheet.

• The (NOT INVOICED) option in the Status drop down filters out any charges that were included on an emailed Billing Sheet Invoice document.  Specifically, the system looks for a record of a Billing Sheet Invoice document email on a billing sheet with that charge included.  

NOTE:  This does NOT look at whether or not an Invoice No was assigned to the charge.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.