TO CREATE A CUSTOMER BILL SUMMARY- MONTHLY REPORT-SS
A Customer Bill Summary – Monthly Report is a document or report that provides a detailed overview of a customer’s billing activity over the course of a given month.Such reports are commonly used by service providers in industries like utilities (electricity, water, gas), telecommunications, and subscription-based services (internet, cable TV, etc.).
User Access
Who Can Access
- Pothys admin
- Back Office
- Purchase Manager
- Manager
What User Can Do
- View Reports
- Customer Bill Summary-Monthly Report
Pre-Requisite Activities
- Date
Business Rules
- Customer Identification & Billing Information- Each customer must have a unique Customer ID and associated billing information (e.g., name, address, contact details).
- The report must display the customer’s primary billing address, account number, and any associated billing preferences (e.g., billing cycle, payment method).
- Report Time Period- The report should cover a specific calendar month (e.g., January 1st to January 31st) or a rolling period based on the company’s billing cycle (e.g., last 30 days).
- Billing Details-The report should summarize the total amount billed for the month, including any taxes, fees, and discounts.
- Discounts or promotions applied during the month must be listed with details (e.g., percentage discount, promotion code, terms and conditions).
- Any credits applied (e.g., refunds, overpayment adjustments) should be clearly identified.
User Interface
STEP 1: To select a Customer Bill Summary-Monthly Report.
STEP 2: To enter a date in this field is mandatory .To click the start check box then to run the process .
STEP 3: Once to complete the process to show the report based on the given data.
STEP 4: Customer name – refers to the name of an individual or organization that is purchasing goods or services from a business. In a transaction, it is the identifier used to distinguish the customer from others.
Mobile number – is the phone number associated with an individual customer, typically used for communication purposes. It is a mobile phone number provided by the customer when making a purchase or engaging with a business.
Total orders – typically refers to the sum or count of all orders placed during a specific time period or for a particular product/service. It is commonly used in business, sales, and e-commerce contexts to track the volume of transactions or purchases.
This month,1,2,3,4,5,6,7,8,9,10,11_total bill – typically refers to the total amount billed or due during a particular month for services, products, or transactions.
This month,1,2,3,4,5,6,7,8,9,10,11_Total value – can refer to different things depending on the context, but in the case of a customer bill summary report, “total value” typically refers to the total amount of money that a customer owes or has been billed for a particular period.
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