To add a report:
From the Customer window menu bar select View > Billing Reports. This displays the Billing Reports window.
Note
In order for the Action menu to display the Billing Reports menu option, a Customer # window must be open.
The Billing Reports - Customer # window provides the following information:
Report Name
Billing report name.
Include on Invoice for this customer
True or False value when a report has been added.
If set to True, the report is printed in addition to the reports in the assigned report group.
If set to False, overrides the report that is a member of the report group and excludes it from the customer.
Note
A billing report with a False value cannot be modified once it has been saved.
Right-click anywhere in the Billing Reports window and select New. This displays the New Billing Report window.
Select a report from the drop-down list.
Click Save. If the report is not already included in the report group assigned to the customer, it is added to the Billing Reports list. If you attempt to assign a report that is already included in the report group assigned to the customer, the following error message is displayed.
