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Contract Billing Summary

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If you’re using Contract Billing, the Account Contract Billing Summary will display totals for each billing cycle, including all children for the selected account.

Getting There

Look Up a family account and click the Contract Billing Summary icon (money bag) on the account toolbar.
toolbar-act-billing-summary.png

Contract Billing Summary

  1. At the Account Contract Billing Summary screen select a date. Only children in this family whose Enrollment Status is "Enrolled" and have Billing Box entries as of that date will be included.
  2. Note: The Billing Box may have entries for Standard Billing (all Schedules) and/or for a specific scheduled period that includes the "as of" date.

  3. Click the plus sign (+) to expand an item for more detail (like the Weekly cycle or the Payer's name) or the minus sign (-) to hide the detail.
  4. act-billing-summary.png

  5. You may Print the totals or just Exit.

Article ID: KB0221 (FrmAcctBillingContractInfo) Created On: 9/4/2009 1:33:55 PM
 

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