4. Review Accounts With Bills (billlist)
After preparing your bills, you might press [F7 -- Bill List] to review the list of every account about to get a bill. This report, which can be sent to the screen or a printer, lists accounts grouped by billing category.
To use billlist successfully, you must consider when you are running it. If you run billlist before you prepare your bills, the list will be empty (or outdated). If you print billlist, make changes to the accounts, and then reprepare your bills, the list you printed will be out of date. Finally, if you wait until after you print bills, your list will be blank because no accounts will need bills. For these reasons, you should follow this procedure:
Set Billing Criteria
Press [F1 -- Make Changes] and update the "End" date as described in the bills section above.
Press [F2 -- Prepare Bills]
There will be a pause as Partner prepares the bills.
Press [F7 -- Bill List] to Review the Accounts
You will be asked if you want the list sent to your screen or to the printer.
Once you have the list, you can exit the bills program and make changes to various accounts or write off faulty balances. Remember to repeat the steps above to re-prepare your bills when you return.
Press [F3 -- Print Bills].
Here is a sample billlist report:
