Billing Code List

This is a Club Prophet Executive Report v4 – Power BI or PBI.

Note: Samples are using demo data and do not reflect real-world data.

Billing Code List

This report shows customers who are setup with Private Club Billing recurring charges. This report is applicable to those using the Private Club Billing module. This report is handy for listing all Billing for a specific customer or to find all customers with a specific Billing item.

The following fields are displayed in table format.

FullName: Last Name, First Name on the customer account.
Acct: The account number of the customer.
email: email of the customer.
BillCode: Billing Code that identifies the recurring charge.
BillDescription: Description of the Billing Code.
BillType: Category for the Billing Code [Assessment, Dues, Minimum, Minimum Credit].
DescCategory: Sale Category Description assigned to this Billing Code.
Qty: Quantity of Recurring Charge to bill on the assigned schedule (typically 1).
Amount: Amount to charge for the Billing Code.
Tax: Amount of Tax if applicable.
Total: Total Amount to charge the customer for the billing code item.

FILTERS

The right-side menu of this report provides various Filters to allow you to filter the data in a number of ways. Click any of the Filter fields for basic and advance filter and search options. Note that selecting specific Visuals on the page will provide additional filter selections.

Tips

Filters which are the gold back color controls on the report allow you to pick from a list. Hold down the Ctrl key on the keyboard to select multiple items.
If you want to search for a particular value, use the filters in the right pane menu. They will have a search box in addition to a list of the items.
Use the Advanced option in the right menu panel for advanced search options.
Use the three dots […] in the top right of a visual for more options like Export data.

Use the Help button to open the user guide for any given report .