Charges Reports

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You can produce Charge reports in Commit and send them to your customers. There are several reports which can be used for this purpose. All the Charges reports are accessible through the Reports window, under the Charges category (this Reports section is available only  to authorized users).

 

Alternatively, you can produce a Charges report per Ticket from the Ticket window, using the Print or Print Preview Icons. You can also print directly into PDF files by using the Print to PDF icon.
 

Clicking on the arrow near the Icon will open the list of available reports to be printed. Clicking on the Icon itself will print the default report. You can view which is the default report by opening the list with the arrow - the first report in the list, which appears in bold is the default for printing (you can set a different default for Tickets in Tools > Options > Tickets > Default Detailed Report).

 

 

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Printing icons

 

 

Following are commonly used Charge reports:

1. Charges list per Ticket or Account – for example "Account Charges", "Charges Report by Ticket".
2. Various Detailed Account Charge reports which list the Charges for the Account by various criteria (by Contract, by Tickets etc.)
3. Technicians service form including Charges (1, 2). This is a variant of the Technician service form (see On-Site visits), which includes a page per Ticket with the Account details and the list of Charges + their prices.
4. Specifically, the Technician Service Form with Charges is available from the Web Interface so technicians can supply the customer with a description of the work and the Charges.

 

You can customize the reports to fit your needs. To learn more about customization in Commit, visit the Frequently Asked Questions on the Commit Web Site.

 
 

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Example of Detailed Account Charges by Ticket Report

 

Setting the Charges as Billed

After you bill a customer, you can set the Charge status as Billed by clicking the Mark as Billed button in the charge window tool bar. A billed charge will still appear in the Charges tab of the Ticket Charges tab with a B next to the Billed Charges.

 

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