Billing Report
The Billing Report shows you ad or service items by month that are invoiceable. The report will show you the billing information for each item, including billing notes, billing contact information, invoice status, and amount.
To access this report, you need the User Permission 'Billing Report'. To view data for all users, not just your own, you also need the sub-permission 'View All Users'.
You can find the billing report under Reports > All Reports > Finance - Billing Report.
Before running the report, use edit display fields to setup the fields in your report and how they display. You can choose what columns you want to show in the results.
Note
Company, Invoiced, Gross, Cash, and Barter columns will always show in the report.
In the Edit Display Fields popup, you can choose how you want the report to sort by default. You can always manually re-sort the report by clicking on the column headings.
You can also choose to add striping to the report to make it easier to read, and you can set the number of default results returned when running the report.
There are multiple filter options on the report.
The Report Month and Year search filters use your issue reporting dates to find ad items.
For example, if you run the report for January 2025, the system will return all ad items sold on an issue with a reporting date on or between 1/1/2025 – 1/31/2025.
Services show on the report based on the service billing date.
If the billing date is in the selected Report Month and Year the service will show up. You can also associate a service with a publication.
To view results based on installment billing schedules, check the ‘Adjust for Installment Schedule’ option.
When this option is chosen, any items on an installment order will show up based on their installment billing schedule, rather than their delivery dates.
An individual line item will be shown for each installment schedule that is within the timeframe searched, rather than a line for each line item.
Note
If you are searching using this option, we also recommend adding the ‘Schedule Bill Date’ Display Field to the report, which shows the date of the installment schedule.
The results of this report are shown in a table format. Each record shows information such as the company, order ID, installment schedule number, and gross and net amounts.
The company names are quicklinks which will redirect you to the company's overview page.
The invoice ID column can show different information depending on how the item was invoiced.
If the item has not been invoiced, this column will be blank.
If the column shows 'Various', this means the item is on a free form installment schedule. To see invoice information for these items, you will need to refer to the order the item is on.
If you see text that is not a link in this column, it means the item has been externally invoiced.
Regular and master invoices will show their invoice IDs. These IDs can be clicked on to open a popup with additional details about the invoice.
If the report was run with the ‘Adjust for Installment Schedule’ option checked, the results will be displayed differently.
When this option is chosen, any items on an installment order will show up based on their installment billing schedule, rather than their delivery dates.
An individual line item will be shown for each installment schedule that is within the timeframe searched, rather than a line for each line item.
Updated 5/1/2025