Billing History

Field	Explanation
Date Due	The date billing is due.
Id	The line ID in the grid. This number reflects the reads in the order that they are processed by Jim2. Reads are ordered by Effective Date, and returns follow the job that they are returning.
Returned	This is ticked by Jim2 to signify that it is a customer return. This is not an editable field.
Variation #	Variation number
Fin Ref #	Reference number, if using Finance.
Tran Type	Specifies whether the meter read refers to: ▪Opening Balance – the read comes from the meter's opening balance ▪Billing – the read is linked to a billing job. ▪Return – the reversal of a read is linked to a Return from Customer. ▪Purchase – the read is linked to a purchase order. ▪Vendor Return – the reversal of a read is linked to a Return to Vendor.
Tran Status	The status of the transaction, ie. Booked, Finish, etc.
Invd	If job is invoiced, this box will be ticked.
Paid	If invoice is paid, this box will be ticked.
In Adv	If billed in advance, this box will be ticked (this is a licensed feature).
Meter Name	Black, colour, etc.
Cust#	The customer card code.
Meter Type	Type of meter, eg. black, colour.
Ref #	▪For billing reads, this is the job number. ▪For return reads, this is the RFC number. ▪For purchase reads, this is the purchase order number. ▪For vendor return reads, this is the RTV number.
Line#	Line number of the stock grid in the transaction.
Linked Ref #	Any linked job/purchase reference number. ▪For return reads this is the job number that is being returned. ▪For vendor return reads this is the purchase order number that is being returned.
Stock Code	The stock code for the meter type.
Recorded by	The user who produced the job.
Add Date	The date the job was added.
Effective Date	The actual date of the read.
Read Date	The date the read was taken/received.
Date Out	The date out on the job. Once invoiced, this is the invoice date.
Meter Read	The actual meter read for that period. This is the same as Standard Read + Overs Read. See here for information on how to fix incorrect meter reads.
Standard Read	The total number of pages billed as standard pages.
Standard Estimate Read	The standard estimate read.
Under Read	The number of pages billed against the contract using Unders stock code. This value increases as minimum volume unders are billed, and decreases if unders are clawed back. This value excludes unders used to bill an estimate.
Over Read	The total number of pages billed at the Overs rate.
Over Estimate Read	The over estimate read.
Qty	The number of actual pages billed for this period. This equals standard quantity plus overs quantity.
Standard Qty	The quantity of standard pages billed for this period.
Standard Estimate Qty	The standard estimate quantity.
Under Qty	The quantity of pages billed as an under in order to bill a minimum volume. This value can be negative if previous unders are clawed back.
Over Qty	The quantity of pages billed at the Overs rate for this period.
QtyOverEstimate	The over estimate quantity.
Minimum Volume	If applicable, this specifies the minimum number of pages that were to be billed for this period.
Daily Avg.	The average number of actual pages used in the previous period. This value uses previous read dates and values to calculate the average number of prints used in a day. This daily average can be used to estimate what the read might be at some time in the future.
Rate Ex.	Actual charge excluding GST per page.
Rate Inc.	Actual charge including GST per page.
Total	Job total.