SmartFusion Modules > Accounts Receivable > Process

Last Update: 6.38
- Added "Include Notes" Checkbox and functionality

Introduction

For customers set to auto-bill, this report lists all customers and the transactions that they will be billed in case any changes need to be made. Once this report is finalized, use the Process Automatic Billing screen to update all charges to the various customers shown on this report.

Select Report Sequence: This is where you select how the report will sort it's contents

Check box options

Include inactive auto billing

Include inactive customers

Include notes

Filters

Account name

Customer category

Billing cycle