Account Invoice

• 1. Which default sort sequence should be used for printing the account invoices? BCS (Client) There are a number of sort orders for account invoices. This setting determines the default order—it may be changed when account invoices are printed. Select the print order you will most commonly use.

  Value
  Account	If the account invoices should print by default in account order.
  Account Group	If account invoices should print by default in account group order.
  Area	If account invoices should print by default in area order.
  Depot	If the account invoices should print alphabetically by depot, and in depot sort order within each depot. Depots are user-defined and are assigned to routes.
  Distribution Code	If the account invoices should print by default in distribution code order. Distribution codes are user defined and can be assigned to carriers. Within each distribution code invoices can be sorted in any of the other orders listed above.
  District	If the account invoices should print by default in district order.
  Name	If the account invoices should print by default in carrier name order.
  Publication/Area	If the account invoices should print by default in publication order, and within each publication, by area order, and within each area in region/zone/district/route order.
  Publication/District	If the account invoices should print by default in publication order, and within each publication, by district order, and within each district in route order.
  Publication/Region	If the account invoices should print by default in publication order, and within each publication, by region, and within each region in zone/district/route order.
  Publication/Zone	If the account invoices should print by default in publication order, and within each publication, by distribution zone, and within each zone in district/route order.
  Region	If account invoices should print by default in region order.
  Route	If the account invoices should print by default in route order.
  Truck	If account invoices should be printed by default in truck departure order, and within each truck in drop sequence order.
  Zone	If account invoices should print by default in zone order.

• 2. Which default truck departure order should the account invoices use? BCS (Client) The default truck departure order entered here will be used to determine the print order of account invoices if invoices are printed in truck order. This default may be changed when the invoices are printed. Enter the user-defined truck departure order that is most commonly used to determine the print order of account invoices.

• 3. Which default truck sequence should the account invoices use? BCS (Client) The default truck sequence entered here will be used to determine the print order of account invoices if invoices are printed in truck order. It is also used to determine the truck-related information (truck and drop sequence number) which prints on the invoice. This default may be changed when the invoices are printed. Enter the user-defined truck sequence that is most commonly used to determine the print order of account invoices.

• 4. If notes exist for a payment, should they print on the account invoices? BCS (Client) Notes entered with payments may be printed on the account invoice.

  Value
  Yes	If notes entered with the payment should be printed on the account invoice.
  No	If notes entered with the payment should be omitted from the account invoice.

• 5. Should an invoice be printed for an account with a zero balance? BCS (Client) You may have inactive or seasonal carriers with a zero balance for a billing period. This setting determines whether invoices are generated for these carriers.

  Value
  Yes	If you send invoices to carriers with a zero balance.
  No	If you do not send invoices to carriers with a zero balance.

  If No:

  • 6. Should an invoice be printed if the account has a zero balance and activity for the billing period? BCS (Client) This will alert carriers to any activity on their account during this billing period.

    Value
    Yes	If you send statements to carriers with a zero balance if there was activity on their account during this billing period.
    No	If you do not send statements to carriers with a zero balance regardless of whether there was activity on their account during this billing period.

• 7. Should a blank line separate each group on the account invoice? BCS (Client) Each group of related items on the account invoice may be separated by a blank line to improve readability. Examples of groups are balance forward, payments, draw charges, miscellaneous charges/credits, and messages.

  Value
  Yes	If a blank line should separate each group of information on the account invoices.
  No	If the groups of information on the account invoices should not be separated by a blank line.

• 8. Should a blank line appear before each total on the account invoice? BCS (Client) If there is room on your account invoice form, you may wish to insert a blank line before each total line. Totals are printed for draw changes, office pay credit, returns, etc.

  Value
  Yes	If a blank line should appear before each total line on the account invoice.
  No	If total lines should print immediately below the last line of carrier information.

• 9. Should the remit to address print on the account invoice? BCS (Client) If you do not have your company address pre-printed on your account invoices, you may want the remit to address to print on them. This is also useful if you have a variety of remit to addresses for your account invoices.

  Value
  Yes	If the remit to address should print on the account invoice.
  No	If the remit to address should not print on the account invoice.

• 10. Should the route name of primary route print on the invoice? BCS (Client) When this rule is set to “yes,” invoices will display the route name in the header (under the route) as shown below. The default is “no”.

  
• 11. What character should be used on the draw calendar to indicate days on which a substitute delivered the route? BC (Client) If a substitute carrier delivers a route, the draw will appear on the regular carrier’s invoice (along with a draw reversal). If the draw is displayed in the “calendar” format on the invoice, this setting determines the character (such as *) that will be used to indicate that the day was delivered by a substitute.

• 12. Should the office pay audit print on a separate page? BCS (Client) Each office pay subscriber and the number of days of credit issued to the carrier may print on the account invoice. This will determine whether or not a new page should be started before printing the office pay audit.

  Value
  Yes	Print the office pay audit on a separate page.
  No	Print the office pay audit immediately after the billing detail.

• 13. Which sort sequence should be used for printing the office pay section of account invoices? BCS (Client) The office pay audit list may be printed in subscriber account, address, or name order.

  Value
  Account	If the office pay audit should print in account order on the account invoices.
  Address	If the office pay audit should print in address order on the account invoices.
  Name	If the office pay audit should print in name order on the account invoices.

• 14. Should account invoices print a scan line? BCS (Client) Scan lines can be printed on account invoices to facilitate the process of entering account payments. Typically the scan line section of the invoice is detached and sent with the account payment to the bank or newspaper. The scan line that Circulation prints on the invoices contains the account’s balance and invoice number, as well as the company number and check digits. If there is no new activity for the account, the invoice number will be the number of the oldest invoice that still has a balance due.

  Value
  Yes	A scan line should print on account invoices.
  No	No scan line should print on account invoices.

• 15. If printing a scan line on account invoices, what is the two digit company number that will be included in the scan line? C Carriers can belong to multiple companies. The two digit number will identify the company the under which the payments should be applied.

• 16. Are account invoices printed on the bundle tops? BCP (Client) This setting controls whether account invoices can be printed on bundle tops, and affects the Invoices on Bundle menu option, which allows billings that are in process to be flagged to be included on bundle tops for a given product and publishing date. This setting also affects the Missed Invoices and Historical Invoices menu options.

  Value
  Yes	Account invoices can be printed on bundle tops.
  No	Account invoices cannot not printed on bundle tops.

• 17. Should column heading print on invoices? BCS (Client) “Memo-style” invoices are used for carrier/dealers who are associated with independent contractors. This setting determines if column headings should appear on these bills.

  Value
  Yes	Column headings are printed on memo invoices.
  No	Column headings are not printed on memo invoices.

• 18. When memo invoices are created should the rates and amounts be displayed? BCS (Client) This setting determines whether rates and currency amounts are displayed on “memo-style” invoices.

  Value
  Yes	Rates and amounts are displayed on memo invoices.
  No	Rates and amounts are not displayed on memo invoices.