Regular Billing
This option is used to record the billing charges for work done by your company and non-cyclical storage billing charges in the accounts receivable files. It is also used to record commissions payable to the various sales and driver agents which are based on the revenue entries being billed. Any transactions posted through Regular Billing will create a general ledger financial transaction journal and commissions recorded through Regular Billing will also update the Commission Detail File (CM1D02.TPS). For additional information regarding commissions processing, please refer to the help text for the Commissions Manager module.
The accuracy of the accounts receivable depends on the timely recording of the billing. Since the IBS billing program can calculate the various charges and produce the invoice, it should be recorded as soon as the job is finished. Use this Regular Billing option to record your billing charges. The Customer Service/Dispatch Manager and the Commercial Records Storage modules can also produce billing and the billings from those modules can be transferred electronically into the Accounts Receivable Manager module. If you have these modules, then you may only use this Regular Billing option on rare occasions.
This window titled Regular Billing displays all the files (paid and unpaid) which exist in the A/R Master File (AR1D04.TPS). You may choose to display these files in one of the following sort orders:
By File Number = Sorted by File Number
By Sort-Locator = Sorted by Sort-Locator
By Alternate Key = Sorted by Alternate Key
By A/R Number = Sorted by A/R Number
Point your mouse cursor to the tab of the desired sort order at the top of this window and left-click your mouse one time to select that sort order.
[ Insert ] Press this button to open a window titled Adding an A/R Master Record which enables you to add a new file to the A/R Master File.
[ Change ] Press this button to open a window titled Changing an A/R Master Record which enables you to edit the highlighted accounts receivable file. [ Close ] Press this button to close this window and return to the previous window.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
