Billing Formats

The Billing Formats tab allows you to control the printing of invoices. Keep in mind that a separate bill is always printed for each combination of company, office,client, media, product (unless billing by product group), estimate, and activity month. Detail lines are sorted by station band and call letters within a market.

Keep in mind that not all settings are allowed at every level of the profile hierarchy. The Profile Options Chart summarizes the settings which can be set on the Billing Profile Definition tabs and the levels at which they can be changed.

To learn more about the fields and controls on the Billing Formats tab, use the following links.

Use the Separate Bill drop down menu to select one of the following options to indicate how the system should separate invoices:

- Leave it blank: Separate bills by client, media, product, estimate, and activity month.
By Market Group: Within activity month, further separate by market group.
- By Market: Within activity month, further separate by market.
By Product Group: Within activity month, combine products by product group.

Use the Market Subtotals check box to indicate whether market level subtotals should print on invoices. This setting is ignored if the Separate Bill setting is By Market Group, By Market, or By Product Group.

Selected: Print market level subtotals on invoices.

Blank: Do not print market subtotals.

Key a valid market group code to be used for billing if Separate Bill selection is By Market Group, or a valid product group code to be used if the Separate Bill selection is By Product Group.

Use the Station Details check box to indicate whether to print station detail on invoices.

Selected: Print station details on invoices.

Blank: Do not print station details on invoices. However, if the Market Subtotals check box is selected, only Market Totals will print.

Use the Original Bill Type drop down menu to select the level of detail on the original client invoices.

Summary Followed By Detail: Print a summary page followed by detailed backup.

Detailed: Print only the detail invoice.

Summary Only: Print only the summary invoice.

Use the Sequence Markets by Name check box to indicate whether to print by market code or by market name.

Selected: Print detail in market name sequence.

Blank: Print in market code sequence.

Use the Adjustment Bill Type drop down menu to indicate whether adjustment client invoices are detailed or summary.

Summary Followed By Detail: First page is a summary page followed by detailed backup.

Detailed: Invoices are detailed.

Summary Only: Invoices are by summary only.

Use the Ordered Column drop down menu to indicate whether an optional column prints on the client invoice showing ordered amounts, and if so, whether amounts should be shown as Net or Gross.

Leave it blank: Do not print the ordered column. This prevents the Ordered Column from printing on the bills and makes room to print the station name when selected in the Live/Draft Bills option.

Gross: Print the column showing Gross Ordered

Net: Print the column showing Net Ordered.

Optional. Key a valid pre-defined standard comment code to print at the end of client bills.

Use the Print Balance Only check box to indicate whether to print the Billable Balance, Ordered/Cleared and Previous Billings columns.

Selected: Print the Billable Balance column only.

Blank: Print the Ordered/Cleared column. Previous Billings column, and the Billable Balance column on client invoices.

Key the code of up to 10 characters for the form on which bills are to be printed.

Use the Show Stations with Zero Balance check box to indicate whether to show stations with a zero balance.

Selected: Show stations with a zero balance.

Blank: Do not show stations with a zero balance.

Use Append Year to Bill Number check box to indicate whether the last two digits of the year should be added to the bill number.

Selected: The last two digits of the bill identify the billing year.

Blank: The bill number does not identify the billing year.

Use the Separate Bill for Commission check box to indicate whether to bill commission on a separate invoice.

Selected: Print the bill commission on a separate invoice.

Blank: Do not print the bill commission separately.

The Label and Description fields are all optional and may be used in any combination.

Key text of up to 10 characters to print on the client bill beneath the client, product, estimate. Leave blank to leave this space blank on the bill.

Key text of up to 20 characters to print to the right of the Label 1 position on the client bill. Leave blank to leave this space blank on the bill.

Key text of up to 10 characters to print on the client bill beneath the Label 1 position. Leave blank to leave this space blank on the bill.

Key text of up to 20 characters to print to the right of the Label 2 position on the client bill. Leave blank to leave this space blank on the bill.

Only displays if available and you are using MediaBank A|V Production 6.

Use the Print Budget Code check box to indicate whether to print the budget code entered in Client Budget Maintenance, in Production 6.

Selected: Print the budget code.

Blank: Do not print the budget code.

Use the Separate Free of Commission spots check box to indicate whether free of commission spots should be printed separately on the bill.

Selected: Print the free of commission spots separately.

Blank: Do not print the free of commission spots separately.

Use the Print Agency Name check box to indicate whether the agency name should print on the bill.

Selected: Print the agency name on the bill.

Blank: Do not print the agency name on the bill.

Use the Print Agency Address check box to indicate whether the agency address should print on the bill.

Selected: Print the agency address on the bill.

Blank: Do not print the agency address on the bill.

Use the Suppress History check box to indicate whether billing history for the media/client/product/estimate should be included on the bottom of the bill.

Selected: Do not print the bill history.

Blank: Print the bill history.