Billing Charges Inquiry

The Billing Charge Inquiry allows you to view all in process and completed Billing Charges in one place. It also allows you to filter through them with various Report Filters on the left hand side.

The  Customize button allows you to re-order or hide the column headers. 

Using the  Export As drop down menu you can export this to Excel to further manipulate or save. 

The  Lookup icon will bring up a store location look up by either store number or key words in the location address.

You can use the  Report Filters on the left to refine your search.

You can click into the individual invoices by clicking on the hyperlinked Invoice No.

The Account is the Customer you are providing services for. The Location allows you to filter by a specific location instead of seeing all of the locations for that Customer. 

Filtering by the Department will allow you to see which billing charges are being run by each department. This feature will also allow you to restrict what certain users can see if they are locked into a Department. 

The Status is related to the status on the billing sheet. This allows you to have a user defined workflow for invoice approval. 

The Vendor is the Hauler that was defined on the Service Manager. By using this filter you can search for all of the billing charges that are connected to a particular Vendor. 

If you click on any line charge, it will take you to the Billing Sheet where you can make further modifications or changes as needed. 


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