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Contract Standard Sales Inv. (report)

The Contract Standard Sales Inv. report extends the standard sales invoice with a subscription billing breakdown for each invoice line that originates from a subscription contract. For every contract line, the report adds a details section that shows the contract number, position, service description, billing start and end date, number of days billed, quantity, sales price, discount percentage and amount, and the resulting line amount. The report groups the details by document and ledger entry, so customers can review exactly what period and quantity you're billing them for.

To control which posted sales invoices are included, you can filter the report by the same selections used on the Standard Sales - Invoice report. For example, customer, posting date, and invoice number. The subscription billing details section is populated automatically from the job ledger entries linked to each invoice's subscription contract lines, so you don't need a separate filter to include or exclude it.

Use cases

Use the report when a billing clerk or accounts receivable specialist posts a sales invoice that includes subscription contract lines and needs the customer-facing document to show the billing period, quantity, price, and discount for each subscription line.

Billing and accounts receivable teams can use the report to:

  • Print a posted sales invoice that shows both the standard line totals and the underlying subscription billing period for each contract line.
  • Verify that the billed quantity, price, and discount on a subscription line match the contract terms before sending the invoice to the customer.
  • Send customers a document that explains why an invoice line covers a specific date range and number of days.

Customers and account managers can use the report to:

  • Review the exact start date, end date, and number of days covered by each subscription charge on an invoice.
  • Confirm the sales price, line discount, and currency used for each subscription position without contacting billing support.
  • Use the contract number and position printed on the invoice to cross-reference charges against the original subscription contract.

Try the report

Try the report here: Contract Standard Sales Inv.

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. The new tab lets you stay on the current page while you explore the report on the other browser tab.

Sales reports

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