Description

This report lists all customers who have not been sent a bill since a given date.

Before You Begin

Any version of Trash Flow with billing can run this report.

Context

This report is meant as a safeguard to search for customers who should have gotten a bill but for whatever reason have not been sent one. It relies on one simple field: every time you print a bill for a customer there's a Date Last Billed field on their History Tab tab that gets updated.

Steps to follow

1. Click Reports > Financial Reports > Receivables > Customers UnBilled Report.
2. Use the filtering options to run this report for ALL customers or only a certain bill group, account type, etc.
3. Fill in the date for Not Billed Since. Decide if you want to exclude autopay customers and ended customers from the report.
4. Click OK to review the report.

When you're done

Note that several circumstances can throw off this report from what you might be looking for.

• New customers might have paid at signup and never received a bill. That's often not a problem, but an expected outcome.
• Autopay customers will often not receive a bil at all—not having to deal with a regular bill is seen as a benefit of automatic payment.
• The Date Last Billed on each customer account gets updated based on the business date in Trash Flow. If you change the date before printing bills it will affect this report.