The billing report is just one of the important reports you can make with this tool. This article will discuss the quick and easy process of creating a billing report using the Logiwa Report Designer tool. Follow this guide to design a professional and informative report that will fit your needs.
To begin, navigate to the Printouts & Labels screen.
Find and click on the Billing Report icon as shown below:
Next, click on the Design New Printout button.
Step 1
The Create New Printout sidebar will open. You'll first fill in the fields in the Step 1 section. The fields here are explained below the screenshot.
Field | Description |
Name* | Name for printout. |
Description* | Longer name or description for printout. |
Report Type* | Automatically selected as Billing Report. |
Records per Page* | Select from single records or multiple records per page. |
Print Mode* | Select whether you wish to print immediately, view a PDF preview, or view a report preview. |
Printer Type* | Select laser or label printer. |
Status | Toggle to set this label as active or inactive. |
Click Next to move to Step 2.
Step 2
Choose the available billing report template here.
Click Next to move to Step 3.
Step 3
The Logiwa Report Designer will open automatically in another tab. If it doesn't, click on the Go to Logiwa Report Designer link.
The report designer is a WYSIWYG tool that allows you to drag and drop, resize, reformat and remove content.
Once you're finished, click on the Report button to access the Save button. You'll receive a confirmation message when the save is successful.
Click Next to move to Step 4.
Step 4
In this section, you'll select the clients that you want to allow to use the created packing list.
You can either select All Clients to give access to all available clients or click on the Select Manually option to give client access individually.
When Select Manually is selected, you'll need to select clients and then press the Enable button to give the client access to the selected clients
Click the Next button to finalize your label. A confirmation message will appear if it saves successfully.
If you need to make further modifications to your printout, click the 3-Dot menu to find the Show Details, Edit, Duplicate, Change Log, and Delete buttons.
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