Overview
Proofs can be used to review a set of records, for example billing line items, before finally committing them in the system. But they also come in handy as general summary reports and printouts.
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
The script opens the Accounts file in a Find window. You need to specify the date range (or individual date) that you want to include on your report.
Enter a date in the Billing Date field on the first request as advised by the pop-up
To find unbilled lines, enter an equals sign "="
You can customise other fields in the search as well, if required.
Next, the script will preview the found set.
Review the list and omit lines if desired
From the More... menu, select Show Billing Proof
That brings you to a screen displaying the Billing proof.
You have the option to export or print the report from there.
You also have the option to Go Back to the Line Items list screen.
Or you can simply close the report.
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.