Invoice History Report - Recurring Date Filter

Overview

The Invoice History report now has a new date range filter for Recurring Date. This enhancement allows you to report on invoices based on their billing period rather than when they were created.

Understanding the Two Date Filters

Invoiced Date From / Until (Original Filter)

Most dealers only need to run the Invoice History Report based upon the date the invoices were generated. The original Invoiced Date From / Until filter gives you all invoices created during a specific date range.

Use this filter when: You want to see all invoices that were generated within a specific time period, regardless of which billing cycle they represent.

Recurring Date From / Until (New Filter)

The new Recurring Date From / Until filter allows you to report on recurring invoices based on the billing period they represent, using the "Next Date" captured for the invoice.

Use this filter when: You need to report on invoices by their actual billing cycle, even if they were created in a different month.

When Would You Need This?

There are instances where, in the same month, invoices are generated for different Recurring Next Dates and you need to report on the recurring invoiced for each billing period. Here are some common scenarios:

Catch-Up Invoices

Your December cycle/billing period has been processed and you generated a few "catch-up" November period invoices using the Next Dates in the recurring setup.

Example: If you want to pull all invoices that were generated from the recurring charges for the November Next Date, you would enter:

• Recurring Date From: 11/1/24
• Recurring Date Until: 11/30/24

The invoices could have been created in October, November, or December, but they will appear in the report because they are for the November billing cycle.

New Dealer Setup

You are a new dealer and are generating manual recurring invoices for prior balances. The new filter allows you to organize these by the billing period they represent.

Important Note About Manual Recurring Invoices

Please note: Manual Recurring Invoices do not use the Next Date like the Automatic Recurring invoices do, and as such, do not have a Recurring Date stored for the invoice. This means they will not appear when using the Recurring Date filter.

How to Use the Recurring Date Filter

1. Navigate to the Invoice History Report
2. Locate the Recurring Date From / Until filter fields
3. Enter the start date of the billing period in the "From" field
4. Enter the end date of the billing period in the "Until" field
5. Run the report to see all invoices for that billing cycle

Benefits

The Recurring Date filter provides:

• Accurate billing period reporting
• Better tracking of catch-up invoices
• Clearer financial reporting by billing cycle
• Improved reconciliation of recurring revenue by period

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com