How to Run a Submitted Owner Billing Summary Report
How to Run a Submitted Owner Billing Summary Report
Document Overview
- Report shows summary of total billings submitted to an Owner by project
- Report shows invoice date, outstanding retainage, and gross amounts
NOTE: This report does NOT provide any payment or invoice information.
Enter the same customer in the “From Customer” and “To Customer” fields (or double click to search)
Double click the search field next to From AR Invoice and search for the project number
The list will display all invoices submitted to the Owner in ascending order.
Enter the customer’s first invoice number applied to the job in the “From AR Invoice” field
Enter the customer’s last invoice number applied to the job in the “To AR Invoice” field
Enter the “From Date” and “To Date” fields (Optional)