Field

Description

Chart Code

The chart code for the billing organization.

Organization Code

The organization code for the billing organization.

Customer Number

The customer number for the billing statement.

Account Number

The number for the account for the billing statement.

Statement Format

Select Summary or Detail.

Include Zero Balance Customers

Click “yes” to include customers that have a zero outstanding balance or “no” to exclude them.

Active Customers

Defaults to “yes” to include only active customers. Select ‘no” to include only inactive customers or “both” to include all customers.