Customer Summary Report, Users Guide, Recurring

[VZINet]

Hi - We are currently evaluating this software and are pleased with what we've seen so far. :)

We are a company that provides services billed either monthly, semi annual or annual typically to individual consumers, some businesses.

I have looked through the site and most (?) or the forum and have a couple of questions -

1) Is there a User's Guide available for download?

2) Within reporting - we have the need to pull up a specific customer and print out a summary report (1 page preferable) for invoices and payments for a specific period by customer - typically for a fiscal year. AND We also currently print the individual's accounting history and include it with their paper file at certain events - inactivity or cancellation, change in plan rates, etc. (Account History = amt due, amt paid, dates) I have not found yet where I can do this.

3) Is there any automation for the recurring to occur without the user sitting there and telling the system to process recurring invoices? i.e If the recurring invoices are set for the 25th of the month - which say falls on a Sunday, can the software create and email those invoices without a user clicking the button? Or would we have to manually process those during regular office hours? Say on the Friday before or the Monday after the 'date'?

Thanks in advance for any/all assistance in these matters - and I do apologize upfront if I've missed the thread on any of these.

[K Software]

Hi - We are currently evaluating this software and are pleased with what we've seen so far. :)

Always good to hear!


We are a company that provides services billed either monthly, semi annual or annual typically to individual consumers, some businesses.

I have looked through the site and most (?) or the forum and have a couple of questions -

1) Is there a User's Guide available for download?
The help file is pretty comprehensive. Hitting F1 while running kBilling will open up the help file in Windows Help format. You can also download a PDF of the manual from : http://www.k-billing.com/kbilling_help.pdf


2) Within reporting - we have the need to pull up a specific customer and print out a summary report (1 page preferable) for invoices and payments for a specific period by customer - typically for a fiscal year. AND We also currently print the individual's accounting history and include it with their paper file at certain events - inactivity or cancellation, change in plan rates, etc. (Account History = amt due, amt paid, dates) I have not found yet where I can do this.
Pull up the customer in question by locating their name and double clicking on it in the customer list. Then click the Customer Reports menu and take a look at the Statement and Invoice History.


3) Is there any automation for the recurring to occur without the user sitting there and telling the system to process recurring invoices? i.e If the recurring invoices are set for the 25th of the month - which say falls on a Sunday, can the software create and email those invoices without a user clicking the button? Or would we have to manually process those during regular office hours? Say on the Friday before or the Monday after the 'date'?No, the process still relies on a user clicking the "Generate" button. A fully automated system is in the works though!


Thanks in advance for any/all assistance in these matters - and I do apologize upfront if I've missed the thread on any of these.No need to apologize! I'm happy to answer any questions you have!

[VZINet]

Thanks so much for the quik reply !!

Cool on the users guide - and I understand completely on the automation too

on Reports tho ... you'd indicated
"Pull up the customer in question by locating their name and double clicking on it in the customer list. Then click the Customer Reports menu and take a look at the Statement and Invoice History."

Statement - I think what I see is that if I don't have an outstanding balance, the Statement report is void of data. If there is an outstanding balance - its just contains items applicable to the current balance. There doesn't appear to be any way to qualify a span of time for a statement, nor capture invoiced and paid amounts.

Invoice History - while this ultimately contains the data - it's a multi page printed report - and we could see some of these being 20-30 pages easily. We were hoping for a quik and dirty report - invoice date, amt, payment date amt - chronilogical - for a specified time period. Do you know of any way to capture that data in a printable format from what we have available?

Thanks again!

[K Software]

Have you seen the payments received report(s)? those are one-line lists of payments and include the information you're looking for.

[VZINet]

Yes - That lists all customers payments not all payments for just one customer... I wouldn't want to print that and hand it to customer A since customer B's are also on there.
And I've also looked at the customer record - at the payments tab - but the only way I see to print that info is to do a screen print then crop out the other info on the window, then print. It is the payment info that we are looking for tho - any other way to export that?

[K Software]

I'll get a "print payment list" button in there for that. Thanks for bringing that up!

[VZINet]

Wow! Thanks so much - and we do appreciate your time in talking with us on these things - makes evaluation much easier

[K Software]

Ok, check it out! It's on the customer window under Customer Reports and is labeled Payment History.

I included it in the 1.3.86 beta available at http://www.k-billing.com/kbilling_installer_beta.exe

Installing this version over your existing version shouldn't break anything. Back up your company file before you install just to be sure!

[VZINet]

When I click on that, I get an error message ...
(Attached)
Do you want to take this off forum?

[K Software]

Oops, I forgot to include the report template for the Payment History in the installer. It should be fixed now - just grab it again from the same URL.