Did You Know you can use Billing Summary to get a snapshot of order and financial metrics?

Billing Summary is a back-end feature that generates customer-level order, shipment, warehouse, and financial metrics for a specified time period.

You can print or export these summaries as PDFs to use for invoicing purposes.

Benefits to You

• Get a quick snapshot of order and inventory metrics.
• Export financial and order summaries for a customer.
• Generate billing summaries for use with invoicing.

How It Works

To generate a Billing Summary:

• Go to Reports / Billing Summary.
• Select a customer from the dropdown.
• Select a start and end date.
• Check the Closed Dates box to get metrics for orders that closed in the timeframe. Uncheck to include orders that were placed in the timeframe.
• Click Submit.

Billing Summaries are broken into four sections: Order Metrics, Shipment Metrics, Warehouse Metrics, and Financial.

To export or print, click the Print button. You can save the Billing Summary as a PDF by selecting Save as PDF as the destination.

If you have any questions or need support, you can contact our support team at: support@propago.com or 512.522.2883

Find all of our Did You Knows here: Knowledge Library