Bill Payer Listing

This Help File Page was last Modified on 03/24/2017

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Bill Payer Listing

This Help File Page was last Modified on 03/24/2017

Many times the address where service is provided to a Subscribers is not the address where they want to be billed.

To accommodate this need, use the Bill Payer function to identify which Subscriber record will be the billing address for any number of Subscriber service addresses.

The Bill Payer Listing provides many options to filter and refine the content of the list.

There are two ways to access the Bill Payer Listing dialog:

a)From the Backstage Menu System Select Reports and Choose Receivable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Receivable Reports.

Then, Select the Bill Payer Listing option.

 

Bill Payer Listing tabs - There are three tabs on the Bill Payer Listing Report dialog.

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).  

Make the selections that provide the information you need:

 

HelpFilesBillPayerListingDialog

  Bill Payer Listing - Options tab

 

Report On - List All Bill Payers or One Bill Payer

All Bill Payers - By default, All Bill Payers will be selected.

 

HelpFilesBillPayerListingDialogOneBillPayer

 

One Bill Payer - To list all Service Locations assigned to a specific Bill Payer:

oClick the One Bill Payer button

oClick the Search Icon to open the Select Bill Payer dialog

oUse the Select Bill Payer dialog (with the Search By method set to Bill Payer) to identify that Bill Payer.

 

HelpFilesSelectBillPayerDialog

Select Bill Payer dialog

 

Order By  - Choose either Subscriber Name or Zip Code order.

Subscriber Name - The Bill Payer List will be printed in alphabetical order by Subscriber Name

Zip Code - The Bill Payer List will be printed in Subscriber Zip Code order.

 

Formatting Options - Select the options that will provide he data as needed.

Show Only Bill Payers with Separate Service Accounts? - Check to limit the list to separate Bill Payer addresses, the default is no Check Mark.

Show Recurring Revenue Information? - By default, Recurring Revenue information will be included. Remove the Check Mark if this information is not wanted.

Show Recurring Service Information? - By default, Recurring Service information will be included. Remove the Check Mark if this information is not wanted.

Show CSID for Service Accounts? - By default, CSID for Service Locations will be included. Remove the Check Mark if this information is not wanted.

Show Deleted Service Accounts? - By default, Deleted Service Accounts will not be included. Check this box if this information is wanted.

 

Print - Click the Print button HelpFilesPrintButtonNoIcon to Preview and optionally Print (to a File or a Printer) this Bill Payers Listing.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesBillPayerListingPreview

Bill Payer Listing - Preview tab

 

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrow to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Bill Payer Listing.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesBillPayerListingDataView

Bill Payer Listing - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.

 

HelpFilesBillPayerListReportSample

Sample Bill Payer Listing - One Bill Payer (reporting main, and 3 service locations)