Overview
The Billing Proof lists your Student Accounts records, summarised by Account Category, then by Description, then by Date Billed. If you select unbilled lines, you can use this report to preview upcoming billing.
The Process
Go to Common Tasks > Billing > Billing Proof
Note: Conservatoriums, who have the "NECOM" option selected in the Student Accounts settings, have access to this report from your main Student Accounts list screen. Go to Home > Student Activity > Accounts and you will come to the same Line Items list. You can perform your own search in that file, and simply select More... > Show Billing Proof to see this view of your found results.
The script opens the Accounts table in a Find window.
The pre-set search criteria will omit incoming payments from your search and just need you to enter a Billing Date to determine the batch of billing lines it will find.
Select a date or enter a date range to find lines across multiple billing runs.
To find unbilled lines, enter an equals sign "="
You can customise other fields in the search as well, if required.
Music Monitor will show the line items that match your search.
Review the list. If it includes lines that you do not wish to include in your report, select the Eye icon on the right-hand end of the row to omit them
Select More... > Show Billing Proof
Music Monitor will display the Billing proof.
Select the Export to Excel button or the Print icon as needed.
Select the Go Back button to return to the Line Items list screen, or simply close the report.