Report: Future Invoices

Only items invoiced via Customer Center billing are reported.

You can select to run the report for All customers (default) or One. To run for one customer, click Search and select the customer.

If you search for and select a single customer and then decide you want to run the report for all customers, mark the All check box.

Click the link to open the Business Unit Selections form and make your selections.

The default is (All) or you can select to run the report for one representative.

The default is (All) or you can select to run the report for one executive.

The default is (All) or you can select to run the report for one broker.

Defaults to Division. Sort options are:

• Customer
• Business Unit Combinations  - The number of Business Unit combinations depend on which business units you have turned on for your agency.
• Executive
• Representative separation

Accept the default description, or enter a new one that describes the report you are requesting.

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

To set a report reminder that certain selections need to be changed before the report is run, do the following:

1. Mark the Prompt check box.
2. Enter the reminder message in the Selections to Verify text box, for example "Check Bill Method before running the report."
3. Save and close the report.

The next time you attempt to print, print preview or create a CSV file for this report, you will get a reminder message that particular selections need to be checked before the report can be run. Open the report selections and modify as necessary. Then, run the report.

Description of the fiscal period (month and calendar year) for which Future Invoices exist.

Customer Firm Name, if one exists, otherwise reports customer Last Name, First Name.

Policy number.

Policy transaction code.

If the invoice is a suspended billing, an asterisk (*) prints in between the Tran and Bill column on this policy invoice row.

If any billing for the policy is suspended, then all invoices that have not yet posted to the general ledger (Invoice number = 0) are considered suspended.

The suspension on the invoice must be cleared for the invoice to post.

Reports ABI when the invoice is agency bill and DBI when the invoice is direct bill.

Invoice effective date.

Agency commission amount.

Broker name, if any.

Broker commission amount.

'Net' appears after the commission amount if the broker is a net broker.

Executive name.

Representative name.

This number represents the agency commission minus all regular executive/representative commission, and broker commission, if applicable.

Division on the invoice.

Department on the invoice.

Description of the fiscal period (month and calendar year) for which the Future Invoice exists.

Customer Firm Name, if one exists, otherwise reports customer Last Name, First Name.

Policy number.

Policy transaction code.

The billing method used in the Customer Center billing.

• Agency Bill
• Direct Bill

Invoice effective date.

Policy effective date. May be different than invoice date depending on when the policy was billed or if the invoice is an installment.

Amount of invoice (premium + non-premium).

Agency commission amount.

Broker name on the invoice, if any.

Broker commission amount on the invoice.

Executive Last Name, First Name on the invoice.

Representative Last Name, First Name on the invoice.

Total regular commission amount for executive and representative.

This number represents the agency commission minus all regular executive/representative commission, and broker commission, if applicable.

This doesn't reflect estimated revenue entered in Policy data entry.

Master customer name if a multiple entity account.

Asterisk (*) indicates a suspended invoice.

Branch on the invoice.

Group on the invoice.